Filed January 31, 2021 (most recent of 8 filings on file)
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 | $122,240 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $59,337 |
Filed as: LAW OFFICES OF ED FRADO, LLC Service code 29 8400 E CRESCENT PKWY STE 600 · GREENWOOD VILLAGE, CO 80111 | Legal | $10,118 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,876 | $93,131-15.3% | $106,548-26.0% | $86,799-9.1% |
| Participation rate | 81.5% | 81.4%+0.1pp | 76.1%+5.4pp | 72.3%+9.2pp |
| Annual return | 16.66% | 19.45%-2.8pp | 26.80%-10.1pp | 97.91%-81.2pp |
| Employer contribution / active EE | $2,810 | $2,895-2.9% | $2,819-0.3% | $2,405+16.8% |
| Participant deferral / active EE | $5,750 | $4,708+22.1% | $4,398+30.7% | $4,131+39.2% |
| Admin fee / account holder | $187 | $145+28.6% | $7,407-97.5% | $170+10.1% |