Filed October 18, 2004
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 Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,183 |
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 | $97,030 | $88,515+9.6% | $162,163-40.2% | $67,579+43.6% |
| Participation rate | 97.2% | 86.8%+10.4pp | 87.6%+9.6pp | 71.3%+25.9pp |
| Annual return | 22.96% | 27.04%-4.1pp | 115.59%-92.6pp | 378.56%-355.6pp |
| Employer contribution / active EE | $4,010 | $3,563+12.5% | $5,614-28.6% | $2,148+86.7% |
| Participant deferral / active EE | $4,658 | $5,724-18.6% | $7,298-36.2% | $3,539+31.6% |
| Admin fee / account holder | $5 | $124-95.9% | $10,843-100.0% | $142-96.4% |