Filed August 3, 2020
Total covered: 2 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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $103,875 |
CVAGS, LLC6+ years Service code 27 1438 W PEACHTREE RD STE 215 · ATLANTA, GA 30309 | Advisory (Plan) | $43,075 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $905 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,917 | $56,095-52.0% | $178,490-84.9% | $90,288-70.2% |
| Participation rate | 43.6% | 65.6%-21.9pp | 81.9%-38.3pp | 73.4%-29.7pp |
| Annual return | 13.96% | 28.81%-14.9pp | 151.07%-137.1pp | 53.97%-40.0pp |
| Employer contribution / active EE | $737 | $1,572-53.2% | $5,011-85.3% | $2,524-70.8% |
| Participant deferral / active EE | $1,284 | $2,669-51.9% | $5,202-75.3% | $4,232-69.7% |
| Admin fee / account holder | $141 | $101+40.1% | $13,984-99.0% | $114+23.6% |