Filed December 18, 2017
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 |
|---|---|---|
NADART1+ years Service code 10 · EIN 31-1255362 | Accounting | $6,235 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $200 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,359 | $39,245+0.3% | $64,105-38.6% | $52,331-24.8% |
| Participation rate | 79.5% | 58.2%+21.3pp | 68.2%+11.4pp | 68.1%+11.4pp |
| Annual return | -2.68% | 14.79%-17.5pp | 791.24%-793.9pp | 4.54%-7.2pp |
| Employer contribution / active EE | $2,144 | $736+191.2% | $1,820+17.8% | $1,882+13.9% |
| Participant deferral / active EE | $3,435 | $1,992+72.5% | $2,822+21.7% | $3,022+13.6% |
| Admin fee / account holder | $51 | $592-91.4% | $4,499-98.9% | $592-91.4% |