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 ADVISORS3+ years Filed as: SOLTIS ADVISORS Service code 27 · EIN 87-0506413 20 NORTH MAIN ST #400 · ST GEORGE, UT 84770 | Advisory (Plan) | $93,161 |
Filed as: PUTNAM INVESTMENTS Service code 15 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $1,663 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $108 |
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 | $82,852 | $155,795-46.8% | $136,294-39.2% | $69,631+19.0% |
| Participation rate | 94.7% | 75.2%+19.5pp | 81.9%+12.8pp | 70.7%+24.0pp |
| Annual return | 16.48% | 232464.33%-232447.9pp | 5155.94%-5139.5pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $1,664 | $2,991-44.4% | $4,695-64.6% | $2,032-18.1% |
| Participant deferral / active EE | $4,195 | $5,394-22.2% | $6,247-32.8% | $3,224+30.1% |
| Admin fee / account holder | $278 | $128+116.4% | $9,243-97.0% | $110+151.3% |