Filed December 31, 2006 (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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $79,594 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Service code 27 4000 MACATHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $65,022 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,776 |
Service code 10 100 E CORSON ST STE 200 · PASADENA, CA 911033841 | Accounting | $3,800 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,968 | $85,135-55.4% | $98,907-61.6% | $73,409-48.3% |
| Participation rate | 98.1% | 81.1%+16.9pp | 76.0%+22.0pp | 72.2%+25.9pp |
| Annual return | 13.65% | 19.14%-5.5pp | 196.43%-182.8pp | 59.29%-45.6pp |
| Employer contribution / active EE | $967 | $2,721-64.5% | $2,689-64.0% | $2,234-56.7% |
| Participant deferral / active EE | $4,201 | $4,349-3.4% | $4,244-1.0% | $3,805+10.4% |
| Admin fee / account holder | $112 | $139-19.7% | $6,642-98.3% | $158-29.1% |