Filed June 29, 2018
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 | $16,439 |
JPMORGAN INVEST HOLDINGS LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,979 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB Service code 33 · EIN 94-1737782 | Securities brokerage | $122 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,445 | $41,774+35.1% | $118,925-52.5% | $90,288-37.5% |
| Participation rate | 96.6% | 55.0%+41.6pp | 75.4%+21.2pp | 73.4%+23.3pp |
| Annual return | 18.95% | 16.64%+2.3pp | 35.88%-16.9pp | 53.97%-35.0pp |
| Employer contribution / active EE | $1,480 | $986+50.1% | $3,263-54.6% | $2,524-41.4% |
| Participant deferral / active EE | $3,925 | $1,683+133.1% | $4,265-8.0% | $4,232-7.3% |
| Admin fee / account holder | $17 | $85-79.6% | $6,581-99.7% | $114-84.9% |