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 9-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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $154,513 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 99 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Other Fees | $45,000 |
Filed as: BARNES, DENNIG AND CO. LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $11,247 |
SAMET & COMPANY PC1 year Service code 10 1330 BOYLSTON ST · CHESTNUT HILL, MA 02467 | Accounting | $9,000 |
GOLDLEAF PARTNERS3 years Filed as: GOLDLEAF PARTNERS SERVICES INC DBA Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $4,435 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,687 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,255 | $32,762-32.1% | $84,611-73.7% | $89,569-75.2% |
| Participation rate | 1.5% | 34.6%-33.1pp | 68.2%-66.8pp | 69.6%-68.1pp |
| Annual return | 22.02% | 28.37%-6.4pp | 258.74%-236.7pp | 34.56%-12.5pp |
| Employer contribution / active EE | $10 | $564-98.3% | $2,652-99.6% | $2,584-99.6% |
| Participant deferral / active EE | $40 | $1,501-97.3% | $3,899-99.0% | $4,220-99.0% |
| Admin fee / account holder | $80 | $82-2.7% | $4,912-98.4% | $72+12.1% |