Filed January 19, 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 8-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 | $17,732 |
Service code 55 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 902455670 | Other Commissions | $17,677 |
Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $5,988 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,852 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,458,685 | $121,341+1102.1% | $189,513+669.7% | $79,386+1737.4% |
| Participation rate | 0.0% | 86.1%-86.1pp | 87.8%-87.8pp | 70.7%-70.7pp |
| Annual return | 12.88% | 21.08%-8.2pp | 555.15%-542.3pp | 116.85%-104.0pp |
| Employer contribution / active EE | $2,936 | $3,915-25.0% | $6,162-52.3% | $2,427+21.0% |
| Participant deferral / active EE | $3,352 | $6,395-47.6% | $8,221-59.2% | $4,046-17.2% |
| Admin fee / account holder | $3,071 | $651+371.4% | $12,045-74.5% | $626+390.2% |