Filed April 23, 2014
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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,351 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $30,847 |
Service code 13 · EIN 46-2023154 25431 FRIENDSHIP RD UNIT D · DAPHNE, AL 36526 | Contract Administrator | $25,019 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,382 |
MY BENEFITS, LLC5 years Filed as: MY BENEFITS LLC Service code 99 · EIN 45-2098380 25431 FRIENDSHIP RD UNIT D · DAPHNE, AL 36526 | Other Fees | $2,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $78,419-100.0% | $133,956-100.0% | $73,409-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 79.8%-79.8pp | 72.2%-72.2pp |
| Annual return | 15.09% | 33.35%-18.3pp | 45.09%-30.0pp | 59.29%-44.2pp |
| Employer contribution / active EE | $1,561 | $2,044-23.6% | $3,919-60.2% | $2,234-30.1% |
| Participant deferral / active EE | $3,311 | $3,925-15.6% | $5,048-34.4% | $3,805-13.0% |
| Admin fee / account holder | $0 | $161-100.0% | $8,927-100.0% | $158-100.0% |