Filed June 14, 2017
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 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,748 |
ALPHAPOINT, INC.1 year Filed as: ALPHAPOINT INC Service code 27 2101 E COAST HWY STE 120 · CORONA DEL MAR, CA 92625 | Advisory (Plan) | $10,000 |
DAVID ROMANO5+ years Filed as: DAVID BUCK, CPA Service code 10 16524 CHINA BERRY CT · CHINO HILLS, CA 91709 | Accounting | $7,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,538 |
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 | $64,608 | $55,790+15.8% | $76,817-15.9% | $67,579-4.4% |
| Participation rate | 72.0% | 71.1%+0.9pp | 72.1%-0.1pp | 71.3%+0.8pp |
| Annual return | 19.28% | 64.45%-45.2pp | 1166.11%-1146.8pp | 378.56%-359.3pp |
| Employer contribution / active EE | $531 | $1,810-70.7% | $2,302-76.9% | $2,148-75.3% |
| Participant deferral / active EE | $3,485 | $2,875+21.2% | $3,336+4.5% | $3,539-1.5% |
| Admin fee / account holder | $106 | $159-33.1% | $6,420-98.3% | $142-25.2% |