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, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,597 |
ALPHAPOINT, INC.2 years Filed as: ALPHAPOINT INC Service code 27 2101 E COAST HWY STE 120 · CORONA DEL MAR, CA 92625 | Advisory (Plan) | $10,000 |
DAVID ROMANO6+ years Filed as: DAVID BUCK, CPA Service code 10 16524 CHINA BERRY CT · CHINO HILLS, CA 91709 | Accounting | $8,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,863 |
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 | $55,198 | $61,473-10.2% | $81,930-32.6% | $73,409-24.8% |
| Participation rate | 93.2% | 72.4%+20.8pp | 72.0%+21.2pp | 72.2%+21.0pp |
| Annual return | 13.19% | 28.26%-15.1pp | 29.49%-16.3pp | 59.29%-46.1pp |
| Employer contribution / active EE | $1,544 | $1,898-18.6% | $4,310-64.2% | $2,234-30.9% |
| Participant deferral / active EE | $4,752 | $3,080+54.3% | $7,107-33.1% | $3,805+24.9% |
| Admin fee / account holder | $96 | $125-23.7% | $5,158-98.1% | $158-39.3% |