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 | $118,895 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,631 |
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 | $131,455 | $87,125+50.9% | $108,410+21.3% | $86,799+51.4% |
| Participation rate | 82.1% | 80.5%+1.6pp | 80.1%+2.0pp | 72.3%+9.9pp |
| Annual return | 17.80% | 25.21%-7.4pp | 905.27%-887.5pp | 97.91%-80.1pp |
| Employer contribution / active EE | $6,866 | $2,477+177.1% | $3,558+93.0% | $2,405+185.4% |
| Participant deferral / active EE | $9,834 | $6,944+41.6% | $6,563+49.8% | $4,131+138.1% |
| Admin fee / account holder | $208 | $130+59.5% | $7,295-97.2% | $170+22.5% |