Plan Ledger DOL Form 5500 · updated monthly

Consolidated Investment Group, LLC401(k)

CONSOLIDATED INVESTMENT GROUP, LLC 401(K) PROFIT SHARING PLAN · ENGLEWOOD, CO · plan year 2022

Reported admin expense ratio · 2022
0.60%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Consolidated Investment Group, LLC reported $61,691 in plan administrative expenses for 2022: 0.60% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,675 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Colorado (816th of 1,461), and 4,042nd of 4,798 in finance & insurance. In 2022, employees put in $2.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,432,388
Participants with balances89
Active participants64
Employer contributions$235,181
Employee contributions$566,799
Employer contribution per active participant$3,675
Average account balance$105,982
Benefits paid to participants$621,551
Plan auditUnmodified (clean) audit opinion
AuditorBDO USA, P.A.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$61,691
Total administrative$61,691
The Consolidated Investment Group, LLC 401(k) match · 2022
Employer contribution per active participant$3,675
Median for plans this size$2,266

Consolidated Investment Group, LLC's 2022 employer contribution ran above the $2,266 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$61,691 · 0.60%
Similar plansFinance & Insurance · Colorado
Credit Union of Denver CO$13.7M · 0.41%
First Pioneer Bank Corp. CO$13.5M · 0.48%
Funding Circle USA, Inc. CO$12.6M · 0.16%
Inbankshares, Corp CO$8.0M · 0.61%
Aas Services, LLC CO$7.3M · 1.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841505540 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.