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) | $40,894 |
BOWMAN & COMPANY LLP5 years Service code 10 10100 TRINITY PKWY STE 310 · STOCKTON, CA 952197240 | Accounting | $8,500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,780 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,671 |
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.
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 | $89,156 | $93,131-4.3% | $106,548-16.3% | $86,799+2.7% |
| Participation rate | 37.3% | 81.4%-44.1pp | 76.1%-38.8pp | 72.3%-35.0pp |
| Annual return | 14.35% | 19.45%-5.1pp | 26.80%-12.4pp | 97.91%-83.6pp |
| Employer contribution / active EE | $906 | $2,895-68.7% | $2,819-67.9% | $2,405-62.3% |
| Participant deferral / active EE | $1,992 | $4,708-57.7% | $4,398-54.7% | $4,131-51.8% |
| Admin fee / account holder | $277 | $145+90.8% | $7,407-96.3% | $170+63.2% |