Filed December 23, 2013
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 | $49,473 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,425 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,645 | $111,608+36.8% | $177,821-14.2% | $73,409+107.9% |
| Participation rate | 79.6% | 87.9%-8.3pp | 87.7%-8.1pp | 72.2%+7.4pp |
| Annual return | 151.33% | 18.23%+133.1pp | 48.32%+103.0pp | 59.29%+92.0pp |
| Employer contribution / active EE | $4,909 | $3,796+29.3% | $5,918-17.1% | $2,234+119.8% |
| Participant deferral / active EE | $4,953 | $6,199-20.1% | $7,714-35.8% | $3,805+30.2% |
| Admin fee / account holder | $135 | $166-18.2% | $12,427-98.9% | $158-14.2% |