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) | $103,894 |
CANTERBURY CONSULTING5 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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $7,333 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $83,394 | $176,491-52.7% | $95,952-13.1% | $90,288-7.6% |
| Participation rate | 52.4% | 86.6%-34.1pp | 77.1%-24.6pp | 73.4%-20.9pp |
| Annual return | 13.28% | 20.14%-6.9pp | 91.61%-78.3pp | 53.97%-40.7pp |
| Employer contribution / active EE | $1,852 | $2,789-33.6% | $2,541-27.1% | $2,524-26.6% |
| Participant deferral / active EE | $3,278 | $5,340-38.6% | $4,167-21.3% | $4,232-22.5% |
| Admin fee / account holder | $81 | $154-47.6% | $6,795-98.8% | $114-29.2% |