Filed June 22, 2016 (most recent of 8 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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $37,888 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $29,176 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Participant communication; Shareholde... | $6,162 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $172,299 | $122,602+40.5% | $177,821-3.1% | $93,223+84.8% |
| Participation rate | 93.4% | 91.3%+2.1pp | 87.7%+5.6pp | 74.9%+18.5pp |
| Annual return | 15.98% | 22.53%-6.5pp | 48.32%-32.3pp | 19.29%-3.3pp |
| Employer contribution / active EE | $3,316 | $4,338-23.6% | $5,918-44.0% | $2,680+23.7% |
| Participant deferral / active EE | $8,658 | $7,134+21.4% | $7,714+12.2% | $4,563+89.7% |
| Admin fee / account holder | $8 | $62-86.2% | $12,427-99.9% | $79-89.3% |