Filed December 7, 2020 (most recent of 3 filings on file)
Total covered: 2 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 |
|---|---|---|
THREE BELL CAPITAL LLC2 years Service code 27 4 MAIN ST STE 230 · LOS ALTOS, CA 94022 | Advisory (Plan) | $27,291 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $18,490 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,149 |
Filed as: JORDAN & ASSOCIATES RETIREMENT SVCS Service code 13 · EIN 68-0369583 | Contract Administrator | $1,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $64,585 | $73,125-11.7% | $125,175-48.4% | $77,787-17.0% |
| Participation rate | 54.7% | 79.4%-24.8pp | 79.8%-25.1pp | 73.2%-18.6pp |
| Annual return | 19.65% | 24.71%-5.1pp | 43.79%-24.1pp | 32.57%-12.9pp |
| Employer contribution / active EE | $1,766 | $2,413-26.8% | $3,865-54.3% | $2,504-29.5% |
| Participant deferral / active EE | $3,540 | $3,966-10.7% | $4,937-28.3% | $3,967-10.8% |
| Admin fee / account holder | $83 | $89-6.7% | $9,702-99.1% | $100-16.7% |