Filed July 5, 2017 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $77,550 |
VALMARK ADVISERS INC5+ years Filed as: VALMARK SECURITIES INC Service code 55 130 SPRINGSIDE DR #300 · AKRON, OH 44333 | Other Commissions | $30,485 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,272 |
T. E. LOTT AND COMPANY5+ years Filed as: T.E. LOTT & COMPANY, P.A. Service code 99 221 7TH STREET NORTH · COLUMBUS, MS 39703 | Other Fees | $1,640 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,181 | $73,404-67.1% | $87,100-72.2% | $67,579-64.2% |
| Participation rate | 88.2% | 80.9%+7.3pp | 76.9%+11.3pp | 71.3%+16.9pp |
| Annual return | 16.43% | 48.29%-31.9pp | 28.19%-11.8pp | 378.56%-362.1pp |
| Employer contribution / active EE | $258 | $2,014-87.2% | $2,521-89.8% | $2,148-88.0% |
| Participant deferral / active EE | $2,132 | $3,913-45.5% | $4,049-47.3% | $3,539-39.8% |
| Admin fee / account holder | $88 | $142-37.6% | $7,497-98.8% | $142-37.9% |