Filed January 12, 2015
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 | $59,292 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $58,056 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,703 |
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 | $33,516 | $51,447-34.9% | $104,607-68.0% | $73,409-54.3% |
| Participation rate | 75.1% | 68.2%+6.9pp | 74.1%+1.0pp | 72.2%+2.9pp |
| Annual return | 15.93% | 25.06%-9.1pp | 340.46%-324.5pp | 59.29%-43.4pp |
| Employer contribution / active EE | $841 | $1,441-41.6% | $2,681-68.6% | $2,234-62.3% |
| Participant deferral / active EE | $2,412 | $3,058-21.1% | $3,740-35.5% | $3,805-36.6% |
| Admin fee / account holder | $184 | $122+51.2% | $6,473-97.2% | $158+16.8% |