Filed December 18, 1992
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 |
|---|---|---|
CORNERSTONE FINANCIAL GROUP5+ years Service code 27 4565 E GALBRAITH RD · CINCINNATI, OH 45236 | Advisory (Plan) | $12,617 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,121 |
Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $3,714 |
Service code 13 · EIN 46-4091337 | Contract Administrator | $3,358 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
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 | $44,604 | $46,722-4.5% | $130,648-65.9% | $65,185-31.6% |
| Participation rate | 78.3% | 60.9%+17.3pp | 71.7%+6.5pp | 70.2%+8.1pp |
| Annual return | 20.59% | 24.17%-3.6pp | 1708.96%-1688.4pp | 29.38%-8.8pp |
| Employer contribution / active EE | $1,462 | $1,488-1.7% | $4,092-64.3% | $2,177-32.8% |
| Participant deferral / active EE | $2,642 | $2,545+3.8% | $3,603-26.7% | $3,514-24.8% |
| Admin fee / account holder | $241 | $453-46.8% | $5,464-95.6% | $847-71.6% |