Filed June 8, 2017 (most recent of 2 filings on file)
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 | $39,357 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $20,000 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,254 |
Filed as: CONDON O'MEARA MCGINTY & DONNELLY L Service code 10 1 BATTERY PARK PLAZA 7TH FLOOR · NEW YORK, NY 10004 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $28,587 | $47,078-39.3% | $100,671-71.6% | $55,191-48.2% |
| Participation rate | 47.5% | 58.0%-10.5pp | 70.7%-23.2pp | 69.2%-21.7pp |
| Annual return | -1.10% | 0.65%-1.7pp | 20.43%-21.5pp | 10.78%-11.9pp |
| Employer contribution / active EE | $544 | $1,065-49.0% | $4,012-86.5% | $1,899-71.4% |
| Participant deferral / active EE | $1,235 | $2,038-39.4% | $3,144-60.7% | $3,046-59.5% |
| Admin fee / account holder | $302 | $153+96.8% | $4,850-93.8% | $91+232.2% |