Filed November 15, 2013
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 | $82,984 |
MMA SECURITIES LLC3 years Service code 27 P.O. BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $61,308 |
CROSSPLANS5 years Service code 13 23041 AVENIDA DE LA CARLOTA · LAGUNA HILLS, CA 92653 | Contract Administrator | $58,630 |
AMERICAN FUNDS2 years Filed as: ADVANCED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $55,856 |
CROW HOLDINGS CAPITAL1 year Filed as: CROW, LLP Service code 10 · EIN 35-0921680 | Accounting | $9,600 |
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 | $80,940 | $78,419+3.2% | $133,956-39.6% | $73,409+10.3% |
| Participation rate | 90.5% | 78.6%+11.9pp | 79.8%+10.7pp | 72.2%+18.4pp |
| Annual return | 17.08% | 33.35%-16.3pp | 45.09%-28.0pp | 59.29%-42.2pp |
| Employer contribution / active EE | $1,942 | $2,044-5.0% | $3,919-50.4% | $2,234-13.0% |
| Participant deferral / active EE | $9,449 | $3,925+140.7% | $5,048+87.2% | $3,805+148.3% |
| Admin fee / account holder | $274 | $161+69.7% | $8,927-96.9% | $158+73.4% |