Filed September 8, 2006
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 26 · EIN 84-1532243 | Advisory (Participants) | $269,798 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $48,461 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,609 | $73,125+23.9% | $125,175-27.6% | $77,787+16.5% |
| Participation rate | 98.8% | 79.4%+19.3pp | 79.8%+19.0pp | 73.2%+25.5pp |
| Annual return | 18.48% | 24.71%-6.2pp | 43.79%-25.3pp | 32.57%-14.1pp |
| Employer contribution / active EE | $2,432 | $2,413+0.8% | $3,865-37.1% | $2,504-2.9% |
| Participant deferral / active EE | $4,348 | $3,966+9.6% | $4,937-11.9% | $3,967+9.6% |
| Admin fee / account holder | $99 | $89+10.5% | $9,702-99.0% | $100-1.3% |