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 | $22,551 |
HORAN SECURITIES INC2 years Service code 27 8044 MONTGOMERY RD STE 640 · CINCINNATI, OH 45236 | Advisory (Plan) | $12,359 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $797 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,660 | $121,341-44.2% | $189,513-64.3% | $79,386-14.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 12.84% | 21.08%-8.2pp | 555.15%-542.3pp | 116.85%-104.0pp |
| Employer contribution / active EE | $2,356 | $3,915-39.8% | $6,162-61.8% | $2,427-3.0% |
| Participant deferral / active EE | $4,608 | $6,395-28.0% | $8,221-44.0% | $4,046+13.9% |
| Admin fee / account holder | $172 | $651-73.7% | $12,045-98.6% | $626-72.6% |