Filed May 7, 2018 (most recent of 2 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 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 | $60,858 |
Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $56,208 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,978 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $83,651 | $78,419+6.7% | $133,956-37.6% | $73,409+14.0% |
| Participation rate | 93.3% | 78.6%+14.7pp | 79.8%+13.5pp | 72.2%+21.2pp |
| Annual return | 12.74% | 33.35%-20.6pp | 45.09%-32.4pp | 59.29%-46.6pp |
| Employer contribution / active EE | $1,573 | $2,044-23.0% | $3,919-59.8% | $2,234-29.6% |
| Participant deferral / active EE | $4,952 | $3,925+26.2% | $5,048-1.9% | $3,805+30.1% |
| Admin fee / account holder | $234 | $161+44.9% | $8,927-97.4% | $158+48.1% |