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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $210,952 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $185,827 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
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 | $72,335 | $27,322+164.8% | $74,701-3.2% | $82,204-12.0% |
| Participation rate | 29.8% | 31.7%-1.9pp | 54.5%-24.6pp | 73.4%-43.6pp |
| Annual return | 20.58% | 28.26%-7.7pp | 752.92%-732.3pp | 26.31%-5.7pp |
| Employer contribution / active EE | $583 | $324+80.1% | $1,084-46.2% | $2,707-78.5% |
| Participant deferral / active EE | $1,290 | $909+41.9% | $1,964-34.3% | $4,246-69.6% |
| Admin fee / account holder | $107 | $86+24.8% | $3,333-96.8% | $76+42.2% |