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) | $87,372 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $48,643 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Other investmen... | $4,460 |
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 | $186,409 | $136,780+36.3% | $189,513-1.6% | $101,517+83.6% |
| Participation rate | 95.4% | 90.9%+4.5pp | 87.8%+7.6pp | 74.6%+20.9pp |
| Annual return | 15.35% | 37.00%-21.7pp | 555.15%-539.8pp | 21.00%-5.7pp |
| Employer contribution / active EE | $3,649 | $4,857-24.9% | $6,162-40.8% | $2,973+22.7% |
| Participant deferral / active EE | $9,881 | $7,572+30.5% | $8,221+20.2% | $4,873+102.8% |
| Admin fee / account holder | $16 | $64-74.7% | $12,045-99.9% | $139-88.4% |