Filed March 7, 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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,120,295 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $60,265 |
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 | $224,582 | $176,491+27.2% | $95,952+134.1% | $90,288+148.7% |
| Participation rate | 99.0% | 86.6%+12.4pp | 77.1%+21.9pp | 73.4%+25.6pp |
| Annual return | 16.64% | 20.14%-3.5pp | 91.61%-75.0pp | 53.97%-37.3pp |
| Employer contribution / active EE | $10,342 | $2,789+270.8% | $2,541+307.0% | $2,524+309.7% |
| Participant deferral / active EE | $9,714 | $5,340+81.9% | $4,167+133.1% | $4,232+129.5% |
| Admin fee / account holder | $250 | $154+62.4% | $6,795-96.3% | $114+119.4% |