Filed October 24, 2014
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 |
|---|---|---|
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $200,304 |
Filed as: ADVISED ASSET GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $55,575 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,837 | $86,338-29.5% | $91,989-33.9% | $77,787-21.8% |
| Participation rate | 97.5% | 82.9%+14.6pp | 78.6%+18.9pp | 73.2%+24.3pp |
| Annual return | 43.77% | 29.65%+14.1pp | 69.02%-25.2pp | 32.57%+11.2pp |
| Employer contribution / active EE | $3,266 | $2,988+9.3% | $3,452-5.4% | $2,504+30.4% |
| Participant deferral / active EE | $4,062 | $6,908-41.2% | $5,923-31.4% | $3,967+2.4% |
| Admin fee / account holder | $128 | $79+61.9% | $7,743-98.3% | $100+28.4% |