Filed February 23, 1
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 15 · EIN 84-0467907 | Recordkeeping | $1,681,428 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $739,155 |
ROCATON INVESTMENT ADVISORS, LLC4+ years Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 27 20 GLOVER AVE · NORWALK, CT 06850 | Advisory (Plan) | $349,055 |
QDRO CONSULTANTS COMPANY, LLC4+ years Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $13,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,638 | $430,560-74.5% | $98,907+10.8% | $106,222+3.2% |
| Participation rate | 88.2% | 86.2%+2.0pp | 76.0%+12.2pp | 70.8%+17.4pp |
| Annual return | 14.85% | 17.89%-3.0pp | 196.43%-181.6pp | 21.69%-6.8pp |
| Employer contribution / active EE | $4,144 | $6,804-39.1% | $2,689+54.1% | $2,723+52.1% |
| Participant deferral / active EE | $5,483 | $9,623-43.0% | $4,244+29.2% | $4,600+19.2% |
| Admin fee / account holder | $70 | $220-68.3% | $6,642-98.9% | $78-10.9% |