Filed March 30, 2016 (most recent of 2 filings on file)
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 | $95,347 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,735 |
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 | $123,069 | $78,781+56.2% | $100,516+22.4% | $73,409+67.6% |
| Participation rate | 81.7% | 80.0%+1.7pp | 79.4%+2.3pp | 72.2%+9.6pp |
| Annual return | 16.13% | 31.69%-15.6pp | 30.89%-14.8pp | 59.29%-43.2pp |
| Employer contribution / active EE | $4,478 | $2,420+85.1% | $3,418+31.0% | $2,234+100.5% |
| Participant deferral / active EE | $8,033 | $6,537+22.9% | $6,270+28.1% | $3,805+111.1% |
| Admin fee / account holder | $175 | $145+20.1% | $8,081-97.8% | $158+10.5% |