Filed April 30, 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 27 1200 NEWPORT CENTER DR STE 200 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $28,282 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,150 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $656 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,832 | $74,347-18.2% | $93,606-35.0% | $67,579-10.0% |
| Participation rate | 39.1% | 80.6%-41.5pp | 75.8%-36.7pp | 71.3%-32.1pp |
| Annual return | 22.61% | 28.07%-5.5pp | 32.76%-10.1pp | 378.56%-355.9pp |
| Employer contribution / active EE | $849 | $2,583-67.1% | $2,718-68.8% | $2,148-60.5% |
| Participant deferral / active EE | $1,675 | $4,060-58.7% | $4,069-58.8% | $3,539-52.7% |
| Admin fee / account holder | $151 | $123+22.8% | $7,888-98.1% | $142+5.9% |