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) | $153,736 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $65,325 |
BKD, LLP4 years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $5,200 |
QDRO CONSULTANTS COMPANY, LLC5+ years Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
TD AMERITRADE, INC.5+ years Service code 33 200 S 108TH AVE · OMAHA, NE 68154 | Shareholder servicing fees; Securitie... | $64 |
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 | $80,416 | $56,095+43.4% | $178,490-54.9% | $90,288-10.9% |
| Participation rate | 83.7% | 65.6%+18.1pp | 81.9%+1.8pp | 73.4%+10.3pp |
| Annual return | 15.18% | 28.81%-13.6pp | 151.07%-135.9pp | 53.97%-38.8pp |
| Employer contribution / active EE | $2,879 | $1,572+83.1% | $5,011-42.5% | $2,524+14.0% |
| Participant deferral / active EE | $4,765 | $2,669+78.6% | $5,202-8.4% | $4,232+12.6% |
| Admin fee / account holder | $106 | $101+5.0% | $13,984-99.2% | $114-7.4% |