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, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,207 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $109,758 | $111,608-1.7% | $177,821-38.3% | $73,409+49.5% |
| Participation rate | 96.5% | 87.9%+8.7pp | 87.7%+8.8pp | 72.2%+24.3pp |
| Annual return | 12.76% | 18.23%-5.5pp | 48.32%-35.6pp | 59.29%-46.5pp |
| Employer contribution / active EE | $5,508 | $3,796+45.1% | $5,918-6.9% | $2,234+146.6% |
| Participant deferral / active EE | $5,979 | $6,199-3.5% | $7,714-22.5% | $3,805+57.1% |
| Admin fee / account holder | $13 | $166-92.0% | $12,427-99.9% | $158-91.6% |