Filed March 10, 2012
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 Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,966 |
TRIAD ADVISORS INC5+ years Service code 55 5185 PEACHTREE PKWY #280 · NORCROSS, GA 300926541 | Other Commissions | $30,206 |
Filed as: FIRST HEARTLAND CAPITAL INC Service code 55 1839 LAKE SAINT LOUIS BLVD · LAKE SAINT LOUIS, MO 63367 | Other Commissions | $22,655 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $10,069 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,687 | $69,159-15.1% | $125,175-53.1% | $67,579-13.2% |
| Participation rate | 91.1% | 78.2%+12.9pp | 79.8%+11.3pp | 71.3%+19.8pp |
| Annual return | 19.43% | 27.12%-7.7pp | 43.79%-24.4pp | 378.56%-359.1pp |
| Employer contribution / active EE | $1,048 | $2,023-48.2% | $3,865-72.9% | $2,148-51.2% |
| Participant deferral / active EE | $3,445 | $3,700-6.9% | $4,937-30.2% | $3,539-2.7% |
| Admin fee / account holder | $54 | $142-61.7% | $9,702-99.4% | $142-61.9% |