Filed April 2, 2010 (most recent of 2 filings on file)
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 7-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 Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $37,752 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $37,133 |
QDRO CONSULTANTS COMPANY, LLC2+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
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 | $139,903 | $95,776+46.1% | $162,163-13.7% | $77,787+79.9% |
| Participation rate | 99.3% | 88.6%+10.7pp | 87.6%+11.8pp | 73.2%+26.1pp |
| Annual return | 23.58% | 37.03%-13.5pp | 115.59%-92.0pp | 32.57%-9.0pp |
| Employer contribution / active EE | $5,516 | $3,874+42.4% | $5,614-1.7% | $2,504+120.3% |
| Participant deferral / active EE | $8,159 | $6,125+33.2% | $7,298+11.8% | $3,967+105.7% |
| Admin fee / account holder | $44 | $88-49.3% | $10,843-99.6% | $100-55.6% |