Filed February 22, 1993
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 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $93,109 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $6,754 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,028 | $81,719+42.0% | $101,248+14.6% | $90,288+28.5% |
| Participation rate | 94.5% | 80.7%+13.7pp | 75.8%+18.7pp | 73.4%+21.1pp |
| Annual return | 17.05% | 337.64%-320.6pp | 46.47%-29.4pp | 53.97%-36.9pp |
| Employer contribution / active EE | $8,124 | $3,622+124.3% | $3,660+122.0% | $2,524+221.9% |
| Participant deferral / active EE | $6,081 | $3,310+83.7% | $4,370+39.1% | $4,232+43.7% |
| Admin fee / account holder | $74 | $162-54.0% | $5,945-98.7% | $114-34.8% |