Filed February 11, 2011 (most recent of 2 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 |
|---|---|---|
SITTNER & NELSON LLC2 years Service code 27 497 OAKWAY RD STE 300 · EUGENE, OR 97401 | Advisory (Plan) | $37,227 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,948 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,840 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,273 | $61,156+16.5% | $185,823-61.6% | $79,386-10.2% |
| Participation rate | 77.8% | 66.6%+11.2pp | 81.7%-3.9pp | 70.7%+7.1pp |
| Annual return | 18.54% | 19.45%-0.9pp | 122.05%-103.5pp | 116.85%-98.3pp |
| Employer contribution / active EE | $1,439 | $2,321-38.0% | $5,167-72.2% | $2,427-40.7% |
| Participant deferral / active EE | $4,957 | $2,789+77.8% | $5,568-11.0% | $4,046+22.5% |
| Admin fee / account holder | $295 | $710-58.5% | $16,237-98.2% | $626-53.0% |