Filed October 16, 2018 (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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $72,943 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,886 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,997 | $111,491-43.5% | $189,513-66.8% | $86,799-27.4% |
| Participation rate | 99.3% | 87.3%+12.0pp | 87.8%+11.5pp | 72.3%+27.0pp |
| Annual return | 17.72% | 83.50%-65.8pp | 555.15%-537.4pp | 97.91%-80.2pp |
| Employer contribution / active EE | $5,005 | $3,951+26.7% | $6,162-18.8% | $2,405+108.1% |
| Participant deferral / active EE | $5,154 | $6,437-19.9% | $8,221-37.3% | $4,131+24.8% |
| Admin fee / account holder | $133 | $189-29.8% | $12,045-98.9% | $170-21.8% |