Filed May 23, 2014 (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 | $85,384 |
UBS FINANCIAL SERVICES INC6+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $40,000 |
CROWE LLP3 years Service code 13 · EIN 35-0921680 320 E JEFFERESON BLVD · SOUTH BEND, IN 466240007 | Contract Administrator | $18,990 |
HANNIS T. BOURGEOIS, LLP6+ years Service code 10 · EIN 72-0636725 2322 TREMONT DR. · BATON ROUGE, LA 70809 | Accounting | $10,940 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,243 |
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 | $37,715 | $91,517-58.8% | $101,248-62.7% | $73,409-48.6% |
| Participation rate | 73.3% | 73.8%-0.5pp | 75.8%-2.5pp | 72.2%+1.1pp |
| Annual return | 10.93% | 17.17%-6.2pp | 46.47%-35.5pp | 59.29%-48.4pp |
| Employer contribution / active EE | $0 | $2,877-100.0% | $3,660-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,202 | $3,338-4.1% | $4,370-26.7% | $3,805-15.9% |
| Admin fee / account holder | $241 | $216+11.4% | $5,945-96.0% | $158+52.3% |