Filed December 17, 2018
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 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $20,500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,235 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,714 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,111 | $85,135-71.7% | $98,907-75.6% | $73,409-67.2% |
| Participation rate | 96.2% | 81.1%+15.1pp | 76.0%+20.2pp | 72.2%+24.1pp |
| Annual return | 15.59% | 19.14%-3.5pp | 196.43%-180.8pp | 59.29%-43.7pp |
| Employer contribution / active EE | $832 | $2,721-69.4% | $2,689-69.0% | $2,234-62.7% |
| Participant deferral / active EE | $2,539 | $4,349-41.6% | $4,244-40.2% | $3,805-33.3% |
| Admin fee / account holder | $125 | $139-10.4% | $6,642-98.1% | $158-20.9% |