Filed January 11, 2014
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 |
|---|---|---|
SOLTIS INVESTMENT ADVISORS2+ years Filed as: SOLTIS ADVISORS Service code 27 · EIN 87-0506413 20 NORTH MAIN ST #400 · ST GEORGE, UT 84770 | Advisory (Plan) | $54,481 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,742 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP ROCKY MTN Service code 13 · EIN 87-0364490 P.O. BOX 651366 · SALT LAKE CITY, UT 84165 | Contract Administrator | $1,166 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,347 | $80,177-6.0% | $123,892-39.2% | $57,658+30.7% |
| Participation rate | 96.4% | 74.4%+22.0pp | 81.4%+15.0pp | 70.2%+26.2pp |
| Annual return | 5.26% | 17.90%-12.6pp | 47.52%-42.3pp | 5.13%+0.1pp |
| Employer contribution / active EE | $1,640 | $2,913-43.7% | $4,617-64.5% | $1,974-16.9% |
| Participant deferral / active EE | $3,995 | $5,130-22.1% | $5,984-33.2% | $3,061+30.5% |
| Admin fee / account holder | $214 | $106+101.5% | $8,357-97.4% | $95+126.6% |