Filed August 7, 2012 (most recent of 2 filings on file)
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: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,737 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 4807 INNOVATE LN · MADISON, WI 53718 | Accounting | $2,300 |
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,017 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,892 | $93,182-3.5% | $146,665-38.7% | $79,386+13.2% |
| Participation rate | 80.3% | 76.4%+3.9pp | 80.1%+0.2pp | 70.7%+9.6pp |
| Annual return | 32.23% | 21.61%+10.6pp | 22.74%+9.5pp | 116.85%-84.6pp |
| Employer contribution / active EE | $543 | $2,420-77.6% | $4,136-86.9% | $2,427-77.6% |
| Participant deferral / active EE | $5,620 | $4,169+34.8% | $5,506+2.1% | $4,046+38.9% |
| Admin fee / account holder | $45 | $585-92.3% | $10,280-99.6% | $626-92.8% |