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 LLC3 years Service code 27 4 MAIN ST STE 230 · LOS ALTOS, CA 94022 | Advisory (Plan) | $30,072 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $24,648 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,319 |
Filed as: JORDAN & ASSOCIATES RETIREMENT SVCS Service code 13 · EIN 68-0369583 | Contract Administrator | $1,638 |
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 | $71,258 | $82,783-13.9% | $133,956-46.8% | $90,288-21.1% |
| Participation rate | 55.4% | 81.3%-25.9pp | 79.8%-24.4pp | 73.4%-17.9pp |
| Annual return | 16.26% | 21.89%-5.6pp | 45.09%-28.8pp | 53.97%-37.7pp |
| Employer contribution / active EE | $1,848 | $2,388-22.6% | $3,919-52.8% | $2,524-26.8% |
| Participant deferral / active EE | $3,712 | $4,291-13.5% | $5,048-26.5% | $4,232-12.3% |
| Admin fee / account holder | $100 | $93+7.8% | $8,927-98.9% | $114-12.3% |