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) | $84,301 |
CANTERBURY CONSULTING4 years Filed as: CANTERBURY CONSULTING INC Service code 16 · EIN 33-0307982 | Consulting | $40,000 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $9,472 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,323 | $105,247-27.5% | $87,100-12.4% | $77,787-1.9% |
| Participation rate | 50.5% | 85.8%-35.3pp | 76.9%-26.4pp | 73.2%-22.7pp |
| Annual return | 22.08% | 24.52%-2.4pp | 28.19%-6.1pp | 32.57%-10.5pp |
| Employer contribution / active EE | $1,662 | $2,895-42.6% | $2,521-34.1% | $2,504-33.6% |
| Participant deferral / active EE | $2,932 | $5,060-42.0% | $4,049-27.6% | $3,967-26.1% |
| Admin fee / account holder | $72 | $104-31.0% | $7,497-99.0% | $100-28.0% |