Filed December 2, 2011 (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 | $145,828 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $57,212 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $111,995 | $91,517+22.4% | $101,248+10.6% | $73,409+52.6% |
| Participation rate | 97.9% | 73.8%+24.1pp | 75.8%+22.1pp | 72.2%+25.7pp |
| Annual return | 18.48% | 17.17%+1.3pp | 46.47%-28.0pp | 59.29%-40.8pp |
| Employer contribution / active EE | $6,189 | $2,877+115.1% | $3,660+69.1% | $2,234+177.1% |
| Participant deferral / active EE | $7,243 | $3,338+116.9% | $4,370+65.7% | $3,805+90.3% |
| Admin fee / account holder | $191 | $216-11.4% | $5,945-96.8% | $158+21.1% |