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 | $24,083 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,246 |
Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $2,409 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,698 |
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 | $51,798 | $99,957-48.2% | $149,696-65.4% | $73,488-29.5% |
| Participation rate | 79.7% | 75.7%+3.9pp | 82.5%-2.8pp | 70.7%+9.0pp |
| Annual return | 16.09% | 53.87%-37.8pp | 276.60%-260.5pp | 28.51%-12.4pp |
| Employer contribution / active EE | $762 | $3,191-76.1% | $4,644-83.6% | $2,270-66.4% |
| Participant deferral / active EE | $4,395 | $6,073-27.6% | $6,842-35.8% | $3,740+17.5% |
| Admin fee / account holder | $219 | $551-60.2% | $9,309-97.6% | $513-57.2% |