Filed May 16, 2013
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 | $69,926 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,401 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,897 | $64,286-50.4% | $90,951-64.9% | $73,409-56.5% |
| Participation rate | 95.4% | 63.6%+31.8pp | 69.0%+26.4pp | 72.2%+23.2pp |
| Annual return | 14.96% | 21.45%-6.5pp | 134.60%-119.6pp | 59.29%-44.3pp |
| Employer contribution / active EE | $551 | $895-38.4% | $2,122-74.0% | $2,234-75.3% |
| Participant deferral / active EE | $3,378 | $2,453+37.7% | $3,373+0.1% | $3,805-11.2% |
| Admin fee / account holder | $97 | $287-66.4% | $5,959-98.4% | $158-38.9% |