Filed January 5, 1996
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: JOHN MASON Service code 16 4697 AUTUMN GLORY WAY · CHANTILLY, VA 20151 | Consulting | $21,935 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,282 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,462 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,969 | $70,002-27.2% | $115,037-55.7% | $52,331-2.6% |
| Participation rate | 53.3% | 72.1%-18.8pp | 81.4%-28.1pp | 68.1%-14.8pp |
| Annual return | -0.07% | 4.04%-4.1pp | 26.14%-26.2pp | 4.54%-4.6pp |
| Employer contribution / active EE | $794 | $2,715-70.7% | $4,608-82.8% | $1,882-57.8% |
| Participant deferral / active EE | $3,007 | $4,920-38.9% | $6,026-50.1% | $3,022-0.5% |
| Admin fee / account holder | $176 | $566-68.9% | $8,175-97.8% | $592-70.3% |