Filed December 31, 2006 (most recent of 2 filings on file)
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 | $85,950 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $59,664 |
CANDACE M. HILK, CPA1+ years Service code 10 964 E BADILLO STREET · COVINA, CA 91724 | Accounting | $5,040 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $204 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,298 | $62,324-36.9% | $68,509-42.6% | $55,191-28.8% |
| Participation rate | 94.3% | 78.9%+15.4pp | 74.7%+19.5pp | 69.2%+25.1pp |
| Annual return | -0.91% | 4.26%-5.2pp | 8.27%-9.2pp | 10.78%-11.7pp |
| Employer contribution / active EE | $618 | $2,223-72.2% | $2,278-72.9% | $1,899-67.4% |
| Participant deferral / active EE | $2,426 | $3,425-29.2% | $3,382-28.3% | $3,046-20.4% |
| Admin fee / account holder | $188 | $91+105.3% | $5,275-96.4% | $91+106.7% |