Filed December 16, 1992
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 | $46,982 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $45,439 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,509 | $66,528-9.0% | $86,874-30.3% | $86,799-30.3% |
| Participation rate | 97.6% | 72.4%+25.2pp | 71.6%+25.9pp | 72.3%+25.3pp |
| Annual return | 12.60% | 19.56%-7.0pp | 63.52%-50.9pp | 97.91%-85.3pp |
| Employer contribution / active EE | $2,132 | $2,007+6.2% | $2,495-14.6% | $2,405-11.4% |
| Participant deferral / active EE | $3,632 | $3,240+12.1% | $3,699-1.8% | $4,131-12.1% |
| Admin fee / account holder | $154 | $148+3.8% | $5,828-97.4% | $170-9.3% |