Filed December 22, 1992
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 15 · EIN 84-1455663 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $92,069 |
Service code 27 · EIN 43-1451524 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $44,410 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $33,662 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $448,671 | $81,474+450.7% | $133,956+234.9% | $73,488+510.5% |
| Participation rate | 97.5% | 76.4%+21.1pp | 79.8%+17.7pp | 70.7%+26.8pp |
| Annual return | 14.25% | 19.40%-5.2pp | 45.09%-30.8pp | 28.51%-14.3pp |
| Employer contribution / active EE | $21,012 | $2,209+851.1% | $3,919+436.2% | $2,270+825.6% |
| Participant deferral / active EE | $9,141 | $3,786+141.4% | $5,048+81.1% | $3,740+144.4% |
| Admin fee / account holder | $725 | $713+1.7% | $8,927-91.9% | $513+41.4% |