Filed November 9, 2005
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 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $28,547 |
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 | $67,841 | $185,342-63.4% | $111,297-39.0% | $86,799-21.8% |
| Participation rate | 98.6% | 81.0%+17.6pp | 77.3%+21.3pp | 72.3%+26.3pp |
| Annual return | 13.83% | 500.80%-487.0pp | 54.65%-40.8pp | 97.91%-84.1pp |
| Employer contribution / active EE | $1,935 | $2,246-13.9% | $2,731-29.2% | $2,405-19.6% |
| Participant deferral / active EE | $4,804 | $4,458+7.8% | $4,487+7.1% | $4,131+16.3% |
| Admin fee / account holder | $84 | $255-67.2% | $7,964-98.9% | $170-50.6% |