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, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $132,706 |
CANTERBURY CONSULTING6 years Filed as: CANTERBURY CONSULTING INC Service code 27 660 NEWPORT CENTER DR STE 300 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $40,000 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $3,263 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,671 | $144,996-40.2% | $111,297-22.1% | $93,030-6.8% |
| Participation rate | 50.7% | 86.2%-35.5pp | 77.3%-26.6pp | 73.9%-23.2pp |
| Annual return | 15.05% | 18.26%-3.2pp | 54.65%-39.6pp | 158.70%-143.7pp |
| Employer contribution / active EE | $1,834 | $3,056-40.0% | $2,731-32.8% | $2,706-32.2% |
| Participant deferral / active EE | $3,394 | $5,587-39.3% | $4,487-24.4% | $4,562-25.6% |
| Admin fee / account holder | $86 | $103-16.7% | $7,964-98.9% | $152-43.2% |