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, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $46,757 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $25,871 |
QDRO CONSULTANTS COMPANY, LLC3+ 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 | $155,684 | $110,699+40.6% | $177,821-12.4% | $90,288+72.4% |
| Participation rate | 99.7% | 88.3%+11.3pp | 87.7%+11.9pp | 73.4%+26.3pp |
| Annual return | 19.05% | 22.79%-3.7pp | 48.32%-29.3pp | 53.97%-34.9pp |
| Employer contribution / active EE | $6,384 | $4,118+55.0% | $5,918+7.9% | $2,524+152.9% |
| Participant deferral / active EE | $8,813 | $6,731+30.9% | $7,714+14.3% | $4,232+108.2% |
| Admin fee / account holder | $40 | $90-55.4% | $12,427-99.7% | $114-64.8% |