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 | $55,268 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $37,242 |
Service code 13 · EIN 46-2023154 PO BOX 745680 · ATLANTA, GA 30374 | Contract Administrator | $27,381 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,740 |
MY BENEFITS, LLC7 years Filed as: MY BENEFITS LLC Service code 99 · EIN 45-2098380 PO BOX 745680 · ATLANTA, GA 30374 | Other Fees | $3,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,205 | $71,142-57.5% | $119,609-74.7% | $64,808-53.4% |
| Participation rate | 62.0% | 78.6%-16.6pp | 79.3%-17.3pp | 71.5%-9.5pp |
| Annual return | -14.82% | -10.01%-4.8pp | -14.97%+0.1pp | 32.82%-47.6pp |
| Employer contribution / active EE | $1,252 | $2,497-49.9% | $4,232-70.4% | $2,506-50.0% |
| Participant deferral / active EE | $2,743 | $4,490-38.9% | $5,602-51.0% | $4,310-36.4% |
| Admin fee / account holder | $139 | $162-14.5% | $10,323-98.7% | $188-26.2% |