Filed September 21, 2001 (most recent of 3 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 Service code 26 · EIN 84-1532243 | Advisory (Participants) | $724,935 |
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $686,706 |
Filed as: GWFS EQUITIES INC Service code 26 · EIN 84-0965407 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $37,482 |
Service code 16 · EIN 34-1820650 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $5,400 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $149,531 | $116,243+28.6% | $91,989+62.6% | $89,569+66.9% |
| Participation rate | 87.9% | 84.8%+3.1pp | 78.6%+9.3pp | 69.6%+18.3pp |
| Annual return | 24.46% | 23.75%+0.7pp | 69.02%-44.6pp | 34.56%-10.1pp |
| Employer contribution / active EE | $6,411 | $3,226+98.7% | $3,452+85.7% | $2,584+148.1% |
| Participant deferral / active EE | $8,480 | $7,519+12.8% | $5,923+43.2% | $4,220+100.9% |
| Admin fee / account holder | $76 | $82-7.8% | $7,743-99.0% | $72+5.8% |