Filed November 22, 2019 (most recent of 4 filings on file)
Total covered: 8 employees
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 |
|---|---|---|
ARGI INVESTMENT SERVICES LLC2 years Service code 27 2201 HIGH WICKHAM PL · LOUISVILLE, KY 40245 | Advisory (Plan) | $88,843 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,735 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,479 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,352 | $52,293-7.5% | $178,490-72.9% | $73,409-34.1% |
| Participation rate | 97.0% | 65.3%+31.7pp | 81.9%+15.1pp | 72.2%+24.9pp |
| Annual return | 15.48% | 34.75%-19.3pp | 151.07%-135.6pp | 59.29%-43.8pp |
| Employer contribution / active EE | $2,782 | $1,735+60.3% | $5,011-44.5% | $2,234+24.6% |
| Participant deferral / active EE | $4,527 | $2,332+94.1% | $5,202-13.0% | $3,805+19.0% |
| Admin fee / account holder | $189 | $127+48.3% | $13,984-98.6% | $158+19.6% |