Filed January 3, 1996 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $552,197 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $373,345 |
Filed as: CHARLES SCHWAB & CO., INC Service code 26 · EIN 94-1737782 | Advisory (Participants) | $128,090 |
HYAS GROUP, LLC4 years Service code 15 108 NW 9TH AVENUE, SUITE 203 · PORTLAND, OR 97209 | Recordkeeping | $87,230 |
MOSS ADAMS LLP5+ years Service code 10 PO BOX 748369 · LOS ANGELES, CA 900748369 | Accounting | $29,390 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $273,780 | $105,247+160.1% | $87,100+214.3% | $77,787+252.0% |
| Participation rate | 97.0% | 85.8%+11.2pp | 76.9%+20.1pp | 73.2%+23.8pp |
| Annual return | 23.95% | 24.52%-0.6pp | 28.19%-4.2pp | 32.57%-8.6pp |
| Employer contribution / active EE | $4,810 | $2,895+66.2% | $2,521+90.8% | $2,504+92.0% |
| Participant deferral / active EE | $17,265 | $5,060+241.2% | $4,049+326.5% | $3,967+335.2% |
| Admin fee / account holder | $169 | $104+61.5% | $7,497-97.7% | $100+68.7% |