Filed July 25, 2017
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: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $45,020 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,395 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,363 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,757 | $56,485-31.4% | $185,823-79.1% | $86,799-55.3% |
| Participation rate | 58.5% | 65.5%-7.0pp | 81.7%-23.2pp | 72.3%-13.8pp |
| Annual return | 16.95% | 118.04%-101.1pp | 122.05%-105.1pp | 97.91%-81.0pp |
| Employer contribution / active EE | $503 | $1,843-72.7% | $5,167-90.3% | $2,405-79.1% |
| Participant deferral / active EE | $2,792 | $2,553+9.3% | $5,568-49.9% | $4,131-32.4% |
| Admin fee / account holder | $258 | $150+72.3% | $16,237-98.4% | $170+52.0% |