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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $66,551 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $44,146 |
THREE BELL CAPITAL LLC4 years Service code 27 4 MAIN ST STE 230 · LOS ALTOS, CA 94022 | Advisory (Plan) | $25,000 |
Filed as: JORDAN & ASSOCIATES RETIREMENT SVCS Service code 13 · EIN 68-0369583 | Contract Administrator | $1,975 |
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 | $74,474 | $91,746-18.8% | $146,665-49.2% | $93,030-19.9% |
| Participation rate | 55.2% | 80.9%-25.7pp | 80.1%-24.9pp | 73.9%-18.7pp |
| Annual return | 15.51% | 18.28%-2.8pp | 22.74%-7.2pp | 158.70%-143.2pp |
| Employer contribution / active EE | $1,878 | $2,815-33.3% | $4,136-54.6% | $2,706-30.6% |
| Participant deferral / active EE | $3,827 | $4,589-16.6% | $5,506-30.5% | $4,562-16.1% |
| Admin fee / account holder | $161 | $101+59.1% | $10,280-98.4% | $152+6.2% |