Filed August 30, 2012 (most recent of 5 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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,990 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,596 | $111,608+10.7% | $177,821-30.5% | $73,409+68.4% |
| Participation rate | 98.9% | 87.9%+11.0pp | 87.7%+11.2pp | 72.2%+26.7pp |
| Annual return | 13.94% | 18.23%-4.3pp | 48.32%-34.4pp | 59.29%-45.3pp |
| Employer contribution / active EE | $6,307 | $3,796+66.1% | $5,918+6.6% | $2,234+182.3% |
| Participant deferral / active EE | $6,064 | $6,199-2.2% | $7,714-21.4% | $3,805+59.4% |
| Admin fee / account holder | $29 | $166-82.3% | $12,427-99.8% | $158-81.5% |