Filed June 6, 2003
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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $226,883 |
Filed as: ADVISED ASSETS GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $127,574 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,145 | $27,687+124.5% | $73,545-15.5% | $177,276-64.9% |
| Participation rate | 31.9% | 34.9%-2.9pp | 54.9%-23.0pp | 74.8%-42.9pp |
| Annual return | 15.58% | 16.77%-1.2pp | -15.16%+30.7pp | 21.25%-5.7pp |
| Employer contribution / active EE | $642 | $291+121.0% | $1,219-47.3% | $2,479-74.1% |
| Participant deferral / active EE | $1,303 | $778+67.4% | $1,806-27.8% | $3,881-66.4% |
| Admin fee / account holder | $81 | $59+36.1% | $2,320-96.5% | $154-47.5% |