Filed November 2, 2018
Total covered: 19 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 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $3,603 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,291 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $439 |
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 | $38,672 | $63,114-38.7% | $92,893-58.4% | $65,185-40.7% |
| Participation rate | 33.9% | 68.8%-34.9pp | 76.0%-42.1pp | 70.2%-36.3pp |
| Annual return | 21.70% | 28.75%-7.1pp | 109.41%-87.7pp | 29.38%-7.7pp |
| Employer contribution / active EE | $1,121 | $2,571-56.4% | $3,653-69.3% | $2,177-48.5% |
| Participant deferral / active EE | $2,287 | $3,108-26.4% | $4,236-46.0% | $3,514-34.9% |
| Admin fee / account holder | $217 | $624-65.2% | $5,794-96.3% | $847-74.4% |