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 | $150,819 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $86,908 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,707 | $78,275+74.7% | $109,143+25.3% | $86,799+57.5% |
| Participation rate | 95.7% | 73.8%+21.9pp | 75.9%+19.8pp | 72.3%+23.4pp |
| Annual return | 14.43% | 19.14%-4.7pp | 25.75%-11.3pp | 97.91%-83.5pp |
| Employer contribution / active EE | $6,667 | $3,105+114.7% | $3,722+79.1% | $2,405+177.2% |
| Participant deferral / active EE | $8,289 | $3,641+127.7% | $4,653+78.1% | $4,131+100.7% |
| Admin fee / account holder | $246 | $198+23.7% | $6,752-96.4% | $170+44.8% |