Filed January 27, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,010 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $21,565 |
NFP RETIREMENT INC3 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $8,750 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,615 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,152 | $84,936+49.7% | $111,297+14.2% | $79,386+60.2% |
| Participation rate | 81.7% | 75.9%+5.9pp | 77.3%+4.4pp | 70.7%+11.0pp |
| Annual return | 14.20% | 17.45%-3.3pp | 54.65%-40.5pp | 116.85%-102.7pp |
| Employer contribution / active EE | $2,348 | $1,979+18.6% | $2,731-14.0% | $2,427-3.3% |
| Participant deferral / active EE | $5,104 | $3,888+31.3% | $4,487+13.7% | $4,046+26.2% |
| Admin fee / account holder | $280 | $537-48.0% | $7,964-96.5% | $626-55.4% |