Filed January 4, 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 |
|---|---|---|
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $25,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,663 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,659 |
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 | $65,764 | $62,132+5.8% | $185,823-64.6% | $73,488-10.5% |
| Participation rate | 92.6% | 67.8%+24.8pp | 78.0%+14.6pp | 70.7%+21.9pp |
| Annual return | 16.03% | 20.44%-4.4pp | 35.95%-19.9pp | 28.51%-12.5pp |
| Employer contribution / active EE | $2,661 | $1,681+58.3% | $4,087-34.9% | $2,270+17.2% |
| Participant deferral / active EE | $5,775 | $3,711+55.6% | $5,632+2.5% | $3,740+54.4% |
| Admin fee / account holder | $164 | $419-60.8% | $9,500-98.3% | $513-68.0% |