Filed February 23, 2016 (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 · EIN 84-0467907 | Recordkeeping Fees | $29,272 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,530 |
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 27 20 GLOVER AVE · NORWALK, CT 06850 | Advisory (Plan) | $4,498 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,026 | $85,135-4.8% | $98,907-18.1% | $73,409+10.4% |
| Participation rate | 92.6% | 81.1%+11.5pp | 76.0%+16.6pp | 72.2%+20.5pp |
| Annual return | 18.37% | 19.14%-0.8pp | 196.43%-178.1pp | 59.29%-40.9pp |
| Employer contribution / active EE | $3,511 | $2,721+29.1% | $2,689+30.6% | $2,234+57.2% |
| Participant deferral / active EE | $3,747 | $4,349-13.8% | $4,244-11.7% | $3,805-1.5% |
| Admin fee / account holder | $51 | $139-63.3% | $6,642-99.2% | $158-67.7% |