Filed January 23, 2018
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 |
|---|---|---|
ALLIANCE BENEFIT GROUP7+ years Filed as: ABG CONSULTANTS, LLC Service code 26 · EIN 20-0848323 | Advisory (Participants) | $43,080 |
BFBA, LLP2 years Service code 10 · EIN 68-0000424 | Accounting | $11,200 |
ROCKY MOUNTAIN EMPLOYEE BENEFITS7+ years Service code 13 · EIN 87-0364490 | Contract Administrator | $4,493 |
Filed as: FIDELITY INVESTMENTS Service code 19 TWO DESTINY WAY · WEST LAKE, TX 76262 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,361 | $64,119+164.1% | $112,228+50.9% | $66,914+153.1% |
| Participation rate | 98.6% | 68.5%+30.2pp | 75.1%+23.6pp | 69.8%+28.8pp |
| Annual return | -15.93% | -13.81%-2.1pp | 27.45%-43.4pp | 1.58%-17.5pp |
| Employer contribution / active EE | $14,396 | $3,005+379.0% | $3,635+296.1% | $2,544+465.8% |
| Participant deferral / active EE | $13,600 | $3,693+268.3% | $4,728+187.7% | $4,237+221.0% |
| Admin fee / account holder | $187 | $625-70.2% | $6,410-97.1% | $593-68.5% |