Filed November 9, 2005 (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 9-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 ASSETS GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $23,486 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $5,823 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,273 | $93,131+67.8% | $106,548+46.7% | $86,799+80.0% |
| Participation rate | 98.0% | 81.4%+16.5pp | 76.1%+21.8pp | 72.3%+25.7pp |
| Annual return | 12.08% | 19.45%-7.4pp | 26.80%-14.7pp | 97.91%-85.8pp |
| Employer contribution / active EE | $5,076 | $2,895+75.3% | $2,819+80.1% | $2,405+111.0% |
| Participant deferral / active EE | $7,207 | $4,708+53.1% | $4,398+63.9% | $4,131+74.5% |
| Admin fee / account holder | $73 | $145-49.8% | $7,407-99.0% | $170-57.1% |