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, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $36,665 |
TRIAD ADVISORS INC6+ years Service code 55 5185 PEACHTREE PKWY #280 · NORCROSS, GA 300926541 | Other Commissions | $24,606 |
Filed as: FIRST HEARTLAND CAPITAL INC Service code 55 1839 LAKE SAINT LOUIS BLVD · LAKE SAINT LOUIS, MO 63367 | Other Commissions | $18,455 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $8,202 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,493 | $78,419-21.6% | $133,956-54.1% | $73,409-16.2% |
| Participation rate | 92.7% | 78.6%+14.1pp | 79.8%+12.8pp | 72.2%+20.5pp |
| Annual return | 8.70% | 33.35%-24.7pp | 45.09%-36.4pp | 59.29%-50.6pp |
| Employer contribution / active EE | $647 | $2,044-68.4% | $3,919-83.5% | $2,234-71.1% |
| Participant deferral / active EE | $3,464 | $3,925-11.8% | $5,048-31.4% | $3,805-9.0% |
| Admin fee / account holder | $59 | $161-63.3% | $8,927-99.3% | $158-62.5% |