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 28 · EIN 84-1532243 | Investment Management | $1,084,479 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $64,199 |
BUCK GLOBAL, LLC1 year Filed as: BUCK GLOBAL LLC Service code 49 420 LEXINGTON AVE., STE. 2220 · NEW YORK, NY 10170 | Other Services | $60,200 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,322 | $144,996+73.3% | $111,297+125.8% | $93,030+170.2% |
| Participation rate | 96.6% | 86.2%+10.4pp | 77.3%+19.3pp | 73.9%+22.7pp |
| Annual return | 14.40% | 18.26%-3.9pp | 54.65%-40.3pp | 158.70%-144.3pp |
| Employer contribution / active EE | $9,905 | $3,056+224.1% | $2,731+262.7% | $2,706+266.1% |
| Participant deferral / active EE | $10,281 | $5,587+84.0% | $4,487+129.1% | $4,562+125.3% |
| Admin fee / account holder | $281 | $103+171.6% | $7,964-96.5% | $152+85.3% |