Filed December 3, 1996
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: WEALTH COACH SERVICES CORP Service code 16 2457 EAGLE RUN DR · WESTON, FL 33327 | Consulting | $22,971 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,750 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,498 |
Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $988 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,313 | $89,652-30.5% | $141,162-55.9% | $65,185-4.4% |
| Participation rate | 79.4% | 74.7%+4.7pp | 82.5%-3.1pp | 70.2%+9.2pp |
| Annual return | 23.65% | 32.79%-9.1pp | 71.39%-47.7pp | 29.38%-5.7pp |
| Employer contribution / active EE | $855 | $3,065-72.1% | $4,735-81.9% | $2,177-60.7% |
| Participant deferral / active EE | $5,198 | $5,691-8.7% | $6,709-22.5% | $3,514+47.9% |
| Admin fee / account holder | $361 | $569-36.4% | $10,261-96.5% | $847-57.3% |