Filed April 7, 2017
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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,276 |
HORAN SECURITIES INC1 year Service code 27 4990 E GALBRAITH RD STE 102 · CINCINNATI, OH 45236 | Advisory (Plan) | $9,386 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $424 |
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 | $60,354 | $136,307-55.7% | $177,821-66.1% | $73,488-17.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 14.75% | 18.68%-3.9pp | 48.32%-33.6pp | 28.51%-13.8pp |
| Employer contribution / active EE | $2,299 | $3,712-38.1% | $5,918-61.2% | $2,270+1.3% |
| Participant deferral / active EE | $4,194 | $5,829-28.0% | $7,714-45.6% | $3,740+12.1% |
| Admin fee / account holder | $143 | $596-76.1% | $12,427-98.9% | $513-72.2% |