Filed December 18, 2015
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 | $29,302 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,712 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,600 | $73,638+1.3% | $95,952-22.3% | $73,488+1.5% |
| Participation rate | 98.6% | 76.2%+22.5pp | 77.1%+21.5pp | 70.7%+27.9pp |
| Annual return | 11.19% | 16.78%-5.6pp | 91.61%-80.4pp | 28.51%-17.3pp |
| Employer contribution / active EE | $1,099 | $1,863-41.0% | $2,541-56.8% | $2,270-51.6% |
| Participant deferral / active EE | $4,118 | $3,617+13.8% | $4,167-1.2% | $3,740+10.1% |
| Admin fee / account holder | $171 | $482-64.5% | $6,795-97.5% | $513-66.6% |