Filed April 4, 2016
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $52,064 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,778 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,660 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,359 | $56,503-39.2% | $70,092-51.0% | $64,808-47.0% |
| Participation rate | 90.6% | 70.5%+20.1pp | 70.5%+20.1pp | 71.5%+19.1pp |
| Annual return | -11.94% | -13.44%+1.5pp | 190.73%-202.7pp | 32.82%-44.8pp |
| Employer contribution / active EE | $1,254 | $2,046-38.7% | $2,559-51.0% | $2,506-50.0% |
| Participant deferral / active EE | $3,313 | $3,389-2.2% | $3,849-13.9% | $4,310-23.1% |
| Admin fee / account holder | $170 | $160+6.3% | $6,267-97.3% | $188-9.2% |