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 | $4,609 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $4,114 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,328 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $719 |
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 | $32,383 | $99,957-67.6% | $149,696-78.4% | $73,488-55.9% |
| Participation rate | 90.9% | 75.7%+15.2pp | 82.5%+8.4pp | 70.7%+20.2pp |
| Annual return | 11.67% | 53.87%-42.2pp | 276.60%-264.9pp | 28.51%-16.8pp |
| Employer contribution / active EE | $1,097 | $3,191-65.6% | $4,644-76.4% | $2,270-51.7% |
| Participant deferral / active EE | $5,307 | $6,073-12.6% | $6,842-22.4% | $3,740+41.9% |
| Admin fee / account holder | $6 | $551-98.9% | $9,309-99.9% | $513-98.8% |