Filed July 12, 2006
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 9-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,467 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $519 |
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 | $44,789 | $39,195+14.3% | $98,755-54.6% | $79,386-43.6% |
| Participation rate | 88.5% | 59.8%+28.7pp | 65.7%+22.8pp | 70.7%+17.8pp |
| Annual return | 14.76% | 19.95%-5.2pp | 49.91%-35.2pp | 116.85%-102.1pp |
| Employer contribution / active EE | $1,236 | $1,334-7.4% | $2,067-40.2% | $2,427-49.1% |
| Participant deferral / active EE | $3,630 | $2,333+55.6% | $3,035+19.6% | $4,046-10.3% |
| Admin fee / account holder | $104 | $365-71.6% | $4,076-97.5% | $626-83.4% |