Filed January 2, 2020
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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,431 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $5,492 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $2,081 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,826 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,184 | $89,652-64.1% | $141,162-77.2% | $65,185-50.6% |
| Participation rate | 87.1% | 74.7%+12.4pp | 82.5%+4.6pp | 70.2%+16.9pp |
| Annual return | 18.50% | 32.79%-14.3pp | 71.39%-52.9pp | 29.38%-10.9pp |
| Employer contribution / active EE | $647 | $3,065-78.9% | $4,735-86.3% | $2,177-70.3% |
| Participant deferral / active EE | $4,721 | $5,691-17.0% | $6,709-29.6% | $3,514+34.4% |
| Admin fee / account holder | $31 | $569-94.6% | $10,261-99.7% | $847-96.4% |