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 | $77,134 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,480 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,464 | $111,491-13.5% | $189,513-49.1% | $86,799+11.1% |
| Participation rate | 98.0% | 87.3%+10.7pp | 87.8%+10.2pp | 72.3%+25.7pp |
| Annual return | 16.81% | 83.50%-66.7pp | 555.15%-538.3pp | 97.91%-81.1pp |
| Employer contribution / active EE | $7,209 | $3,951+82.5% | $6,162+17.0% | $2,405+199.7% |
| Participant deferral / active EE | $5,907 | $6,437-8.2% | $8,221-28.1% | $4,131+43.0% |
| Admin fee / account holder | $138 | $189-26.9% | $12,045-98.9% | $170-18.6% |