Filed July 17, 2017 (most recent of 2 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,802 |
PACIFIC CLINICS1+ years Service code 99 800 S. SANTA ANITA AVE · ARCADIA, CA 91006 | Other Fees | $38,000 |
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT, INC Service code 27 120 VANTIS, SUITE 400 · ALISO VIEGO, CA 92656 | Advisory (Plan) | $9,500 |
Filed as: ADVISED ASSET GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,951 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,090 | $47,722-26.5% | $82,719-57.6% | $64,808-45.9% |
| Participation rate | 96.0% | 67.6%+28.3pp | 72.6%+23.4pp | 71.5%+24.5pp |
| Annual return | -12.16% | -13.05%+0.9pp | 701.18%-713.3pp | 32.82%-45.0pp |
| Employer contribution / active EE | $2,663 | $2,179+22.2% | $3,009-11.5% | $2,506+6.3% |
| Participant deferral / active EE | $4,294 | $3,329+29.0% | $4,395-2.3% | $4,310-0.4% |
| Admin fee / account holder | $82 | $143-42.8% | $5,329-98.5% | $188-56.5% |