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 | $13,907 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,931 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,338 | $111,491+9.7% | $189,513-35.4% | $86,799+40.9% |
| Participation rate | 95.7% | 87.3%+8.4pp | 87.8%+7.9pp | 72.3%+23.5pp |
| Annual return | 14.36% | 83.50%-69.1pp | 555.15%-540.8pp | 97.91%-83.5pp |
| Employer contribution / active EE | $7,081 | $3,951+79.2% | $6,162+14.9% | $2,405+194.4% |
| Participant deferral / active EE | $6,806 | $6,437+5.7% | $8,221-17.2% | $4,131+64.7% |
| Admin fee / account holder | $27 | $189-85.9% | $12,045-99.8% | $170-84.3% |