Filed April 29, 2016 (most recent of 6 filings on file)
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 9-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 26 · EIN 84-1532243 | Advisory (Participants) | $2,686,550 |
Service code 16 · EIN 84-0467907 | Consulting | $1,299,482 |
BKD, LLP4 years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $32,760 |
Filed as: LOCKTON COMPANIES LLC Service code 99 · EIN 20-3354970 | Other Fees | $12,338 |
TD AMERITRADE, INC.5+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage; Shareholder ser... | $11,584 |
QDRO CONSULTANTS COMPANY, LLC5+ years Service code 16 · EIN 34-1820650 | Consulting | $9,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,753 | $66,513+27.4% | $178,490-52.5% | $106,222-20.2% |
| Participation rate | 81.5% | 73.8%+7.8pp | 81.9%-0.4pp | 70.8%+10.7pp |
| Annual return | 14.30% | 21.81%-7.5pp | 151.07%-136.8pp | 21.69%-7.4pp |
| Employer contribution / active EE | $3,045 | $1,776+71.5% | $5,011-39.2% | $2,723+11.8% |
| Participant deferral / active EE | $4,088 | $3,679+11.1% | $5,202-21.4% | $4,600-11.1% |
| Admin fee / account holder | $94 | $53+75.5% | $13,984-99.3% | $78+19.7% |