Filed June 24, 2008 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,402 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,900 |
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 | $65,573 | $82,130-20.2% | $453,369-85.5% | $79,386-17.4% |
| Participation rate | 89.4% | 73.4%+16.1pp | 78.0%+11.4pp | 70.7%+18.7pp |
| Annual return | 14.16% | 345.31%-331.2pp | 64.40%-50.2pp | 116.85%-102.7pp |
| Employer contribution / active EE | $1,683 | $2,659-36.7% | $4,070-58.7% | $2,427-30.7% |
| Participant deferral / active EE | $3,962 | $4,314-8.2% | $6,209-36.2% | $4,046-2.1% |
| Admin fee / account holder | $82 | $531-84.6% | $11,209-99.3% | $626-87.0% |