Filed September 27, 2011
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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,885 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,123 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,157 | $61,156-75.2% | $185,823-91.8% | $79,386-80.9% |
| Participation rate | 90.7% | 66.6%+24.1pp | 81.7%+9.0pp | 70.7%+20.0pp |
| Annual return | 11.60% | 19.45%-7.9pp | 122.05%-110.5pp | 116.85%-105.3pp |
| Employer contribution / active EE | $1,107 | $2,321-52.3% | $5,167-78.6% | $2,427-54.4% |
| Participant deferral / active EE | $2,767 | $2,789-0.8% | $5,568-50.3% | $4,046-31.6% |
| Admin fee / account holder | $73 | $710-89.7% | $16,237-99.6% | $626-88.4% |