Filed December 28, 2023 (most recent of 2 filings on file)
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 9-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 27 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $35,630 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,313 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,482 |
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 | $66,037 | $88,515-25.4% | $162,163-59.3% | $67,579-2.3% |
| Participation rate | 95.2% | 86.8%+8.4pp | 87.6%+7.7pp | 71.3%+24.0pp |
| Annual return | 23.32% | 27.04%-3.7pp | 115.59%-92.3pp | 378.56%-355.2pp |
| Employer contribution / active EE | $2,241 | $3,563-37.1% | $5,614-60.1% | $2,148+4.4% |
| Participant deferral / active EE | $5,938 | $5,724+3.7% | $7,298-18.6% | $3,539+67.8% |
| Admin fee / account holder | $184 | $124+48.9% | $10,843-98.3% | $142+29.4% |