Filed May 17, 2021 (most recent of 3 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 Service code 26 · EIN 84-1532243 | Advisory (Participants) | $72,321 |
CANTERBURY CONSULTING3 years Filed as: CANTERBURY CONSULTING INC Service code 16 660 NEWPORT CENTER DR STE 300 · NEWPORT BEACH, CA 92660 | Consulting | $40,000 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $1,124 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $67,906 | $78,852-13.9% | $76,768-11.5% | $75,289-9.8% |
| Participation rate | 44.5% | 85.0%-40.5pp | 77.0%-32.4pp | 72.4%-27.9pp |
| Annual return | -6.05% | -1.29%-4.8pp | 2.43%-8.5pp | -0.04%-6.0pp |
| Employer contribution / active EE | $1,551 | $2,794-44.5% | $2,485-37.6% | $2,405-35.5% |
| Participant deferral / active EE | $2,644 | $4,800-44.9% | $3,852-31.4% | $3,739-29.3% |
| Admin fee / account holder | $67 | $79-14.9% | $6,675-99.0% | $102-34.3% |