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 |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $167,898 |
KPMG LLP5+ years Service code 99 PO BOX 120608 · DALLAS, TX 753120608 | Other Fees | $18,500 |
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 27 20 GLOVER AVE · NORWALK, CT 06850 | Advisory (Plan) | $7,562 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,383 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $1,298 |
Filed as: QDRO CONSULTANTS CO LLC Service code 10 3071 PEARL ROAD · MEDINA, OH 44256 | Accounting | $900 |
Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 | Securities brokerage | $0 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $0 |
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 | $113,626 | $105,247+8.0% | $87,100+30.5% | $77,787+46.1% |
| Participation rate | 97.2% | 85.8%+11.4pp | 76.9%+20.3pp | 73.2%+23.9pp |
| Annual return | 16.99% | 24.52%-7.5pp | 28.19%-11.2pp | 32.57%-15.6pp |
| Employer contribution / active EE | $3,879 | $2,895+34.0% | $2,521+53.9% | $2,504+54.9% |
| Participant deferral / active EE | $8,345 | $5,060+64.9% | $4,049+106.1% | $3,967+110.3% |
| Admin fee / account holder | $99 | $104-5.3% | $7,497-98.7% | $100-1.2% |