Filed January 17, 2019 (most recent of 3 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 ORCHRD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,596 |
UHY LLP5+ years Service code 10 12 GREENWAY PLAZA SUITE 1202 · HOUSTON, TX 77046 | Accounting | $12,625 |
JPMORGAN INVEST HOLDINGS LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $8,973 |
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 | $70,803 | $79,519-11.0% | $95,952-26.2% | $73,409-3.6% |
| Participation rate | 99.5% | 81.2%+18.3pp | 77.1%+22.4pp | 72.2%+27.3pp |
| Annual return | 13.40% | 19.20%-5.8pp | 91.61%-78.2pp | 59.29%-45.9pp |
| Employer contribution / active EE | $2,841 | $2,048+38.7% | $2,541+11.8% | $2,234+27.2% |
| Participant deferral / active EE | $8,441 | $4,138+104.0% | $4,167+102.6% | $3,805+121.8% |
| Admin fee / account holder | $70 | $184-62.0% | $6,795-99.0% | $158-55.7% |