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 | $102,787 |
UBS FINANCIAL SERVICES INC7+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $40,000 |
CROWE LLP4 years Service code 13 · EIN 35-0921680 320 E JEFFERESON BLVD · SOUTH BEND, IN 466240007 | Contract Administrator | $18,985 |
HANNIS T. BOURGEOIS, LLP7+ years Service code 10 · EIN 72-0636725 2322 TREMONT DR. · BATON ROUGE, LA 70809 | Accounting | $10,138 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,115 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,222 | $78,275-49.9% | $109,143-64.1% | $86,799-54.8% |
| Participation rate | 75.3% | 73.8%+1.5pp | 75.9%-0.5pp | 72.3%+3.1pp |
| Annual return | 11.56% | 19.14%-7.6pp | 25.75%-14.2pp | 97.91%-86.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,722-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,338 | $3,641-8.3% | $4,653-28.3% | $4,131-19.2% |
| Admin fee / account holder | $274 | $198+37.9% | $6,752-95.9% | $170+61.4% |