Filed September 10, 2018 (most recent of 2 filings on file)
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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,408 |
IMA WEALTH INC4 years Service code 55 8200 E 32ND ST N STE 100 · WICHITA, KS 67226 | Other Commissions | $39,773 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,025 |
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 | $155,846 | $118,971+31.0% | $112,977+37.9% | $73,488+112.1% |
| Participation rate | 93.6% | 83.3%+10.2pp | 82.6%+11.0pp | 70.7%+22.9pp |
| Annual return | 19.44% | 17.79%+1.6pp | 24.24%-4.8pp | 28.51%-9.1pp |
| Employer contribution / active EE | $5,406 | $4,091+32.2% | $4,255+27.1% | $2,270+138.1% |
| Participant deferral / active EE | $7,552 | $6,133+23.1% | $5,836+29.4% | $3,740+101.9% |
| Admin fee / account holder | $220 | $573-61.6% | $6,294-96.5% | $513-57.1% |