Filed January 22, 2008
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 | $128,404 |
THE LEADERS GROUP INC7+ years Service code 55 26 W DRY CREEK CIR #575 · LITTLETON, CO 80120 | Other Commissions | $71,912 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $21,957 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,831 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,701 | $67,512-76.7% | $185,823-91.6% | $93,030-83.1% |
| Participation rate | 83.5% | 67.1%+16.4pp | 81.7%+1.8pp | 73.9%+9.6pp |
| Annual return | 13.02% | 21.04%-8.0pp | 122.05%-109.0pp | 158.70%-145.7pp |
| Employer contribution / active EE | $316 | $1,783-82.3% | $5,167-93.9% | $2,706-88.3% |
| Participant deferral / active EE | $1,729 | $3,035-43.0% | $5,568-68.9% | $4,562-62.1% |
| Admin fee / account holder | $44 | $318-86.1% | $16,237-99.7% | $152-70.8% |