Filed March 20, 2016
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS LLC Service code 27 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $21,747 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,288 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $486 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,443 | $69,362-57.6% | $101,248-70.9% | $73,488-59.9% |
| Participation rate | 97.5% | 68.4%+29.2pp | 75.8%+21.7pp | 70.7%+26.9pp |
| Annual return | 19.04% | 18.46%+0.6pp | 46.47%-27.4pp | 28.51%-9.5pp |
| Employer contribution / active EE | $3,361 | $2,628+27.9% | $3,660-8.1% | $2,270+48.1% |
| Participant deferral / active EE | $3,817 | $3,300+15.7% | $4,370-12.7% | $3,740+2.1% |
| Admin fee / account holder | $149 | $704-78.8% | $5,945-97.5% | $513-70.9% |