Filed June 14, 2017
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 ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,386 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,238 |
DAVID ROMANO1+ years Filed as: DAVID BUCK, CPA Service code 10 16524 CHINA BERRY CT · CHINO HILLS, CA 91709 | Accounting | $4,610 |
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 | $56,414 | $48,277+16.9% | $63,517-11.2% | $55,191+2.2% |
| Participation rate | 71.9% | 69.4%+2.5pp | 71.0%+0.9pp | 69.2%+2.7pp |
| Annual return | -0.13% | 2.37%-2.5pp | -70.30%+70.2pp | 10.78%-10.9pp |
| Employer contribution / active EE | $437 | $1,592-72.5% | $2,322-81.2% | $1,899-77.0% |
| Participant deferral / active EE | $2,651 | $2,432+9.0% | $2,953-10.2% | $3,046-13.0% |
| Admin fee / account holder | $57 | $86-33.5% | $5,892-99.0% | $91-37.0% |