Filed February 24, 2009 (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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31,690 |
CETERA ADVISOR NETWORKS LLC7+ years Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $29,244 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,703 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,324 | $84,936-33.7% | $111,297-49.4% | $79,386-29.1% |
| Participation rate | 89.3% | 75.9%+13.5pp | 77.3%+12.0pp | 70.7%+18.6pp |
| Annual return | 12.01% | 17.45%-5.4pp | 54.65%-42.6pp | 116.85%-104.8pp |
| Employer contribution / active EE | $750 | $1,979-62.1% | $2,731-72.6% | $2,427-69.1% |
| Participant deferral / active EE | $5,201 | $3,888+33.8% | $4,487+15.9% | $4,046+28.6% |
| Admin fee / account holder | $351 | $537-34.7% | $7,964-95.6% | $626-44.0% |