Filed March 30, 2016 (most recent of 2 filings on file)
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 | $84,873 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,022 |
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 | $116,613 | $69,231+68.4% | $91,989+26.8% | $67,579+72.6% |
| Participation rate | 85.7% | 78.9%+6.8pp | 78.6%+7.1pp | 71.3%+14.5pp |
| Annual return | 31.07% | 32.03%-1.0pp | 69.02%-37.9pp | 378.56%-347.5pp |
| Employer contribution / active EE | $5,822 | $2,284+154.9% | $3,452+68.7% | $2,148+171.1% |
| Participant deferral / active EE | $7,451 | $5,854+27.3% | $5,923+25.8% | $3,539+110.5% |
| Admin fee / account holder | $171 | $107+59.2% | $7,743-97.8% | $142+20.1% |