Filed June 11, 2019
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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,237 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $23,683 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,279 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $41,492 | $136,307-69.6% | $177,821-76.7% | $73,488-43.5% |
| Participation rate | 97.8% | 86.1%+11.7pp | 87.7%+10.1pp | 70.7%+27.1pp |
| Annual return | 10.98% | 18.68%-7.7pp | 48.32%-37.3pp | 28.51%-17.5pp |
| Employer contribution / active EE | $1,924 | $3,712-48.2% | $5,918-67.5% | $2,270-15.3% |
| Participant deferral / active EE | $2,591 | $5,829-55.5% | $7,714-66.4% | $3,740-30.7% |
| Admin fee / account holder | $307 | $596-48.5% | $12,427-97.5% | $513-40.2% |