Filed December 6, 2018 (most recent of 5 filings on file)
Total covered: 65 employees
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 | $343,006 |
PORTFOLIO EVALUATIONS, INC.4+ years Service code 27 15 INDEPENDENCE BLVD 4TH FLOOR · WARREN, NJ 07059 | Advisory (Plan) | $59,000 |
BONADIO & CO., LLP4+ years Filed as: BONADIO & CO LLP Service code 10 171 SULLY'S TRAIL · PITTSFORD, NY 14534 | Accounting | $10,750 |
TD AMERITRADE, INC.4+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $4,661 |
STEEL OAKS INVESTMENT1 year Filed as: STEEL PEAK WEALTH MANAGEMENT Service code 71 · EIN 46-1173026 | Brokerage Fees | $2,033 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 | Recordkeeping | $0 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE,INC. Service code 33 | Securities brokerage | $0 |
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 | $113,165 | $77,559+45.9% | $68,793+64.5% | $75,289+50.3% |
| Participation rate | 99.7% | 78.3%+21.4pp | 72.2%+27.5pp | 72.4%+27.3pp |
| Annual return | -4.28% | -1.01%-3.3pp | -4.63%+0.3pp | -0.04%-4.2pp |
| Employer contribution / active EE | $4,932 | $1,993+147.5% | $2,625+87.9% | $2,405+105.1% |
| Participant deferral / active EE | $7,200 | $3,128+130.2% | $3,311+117.5% | $3,739+92.6% |
| Admin fee / account holder | $68 | $90-24.3% | $5,131-98.7% | $102-33.1% |