Filed March 17, 2016
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 | $15,154 |
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $14,942 |
Filed as: RETIREMENT PLANNING SERVICES INC Service code 13 | Contract Administrator | $5,976 |
Service code 13 PO BOAX 3789 · LITTLETON, CO 80161 | Contract Administrator | $2,905 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,857 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,887 | $58,879-37.4% | $178,490-79.3% | $73,488-49.8% |
| Participation rate | 81.9% | 66.2%+15.7pp | 81.9%0pp | 70.7%+11.2pp |
| Annual return | 8.76% | 24.86%-16.1pp | 151.07%-142.3pp | 28.51%-19.8pp |
| Employer contribution / active EE | $3,875 | $2,236+73.3% | $5,011-22.7% | $2,270+70.7% |
| Participant deferral / active EE | $2,358 | $2,567-8.2% | $5,202-54.7% | $3,740-36.9% |
| Admin fee / account holder | $169 | $400-57.8% | $13,984-98.8% | $513-67.0% |