Filed October 18, 2004 (most recent of 3 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 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 27 353 N CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $17,164 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,993 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,986 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $69,280 | $49,138+41.0% | $84,015-17.5% | $65,185+6.3% |
| Participation rate | 67.7% | 60.7%+7.0pp | 69.0%-1.3pp | 70.2%-2.5pp |
| Annual return | 21.34% | 23.00%-1.7pp | 71.31%-50.0pp | 29.38%-8.0pp |
| Employer contribution / active EE | $2,098 | $914+129.7% | $1,983+5.8% | $2,177-3.6% |
| Participant deferral / active EE | $4,630 | $2,397+93.2% | $3,239+43.0% | $3,514+31.8% |
| Admin fee / account holder | $292 | $543-46.2% | $6,101-95.2% | $847-65.5% |