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 | $40,726 |
WITHUMSMITH+BROWN, PC1 year Service code 10 5 VAUGHN DRIVE · PRINCETON, NJ 08540 | Accounting | $8,250 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,161 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,482 | $104,475-55.5% | $159,436-70.8% | $79,386-41.4% |
| Participation rate | 89.5% | 76.6%+12.9pp | 82.8%+6.7pp | 70.7%+18.8pp |
| Annual return | 14.45% | 67.95%-53.5pp | 263.57%-249.1pp | 116.85%-102.4pp |
| Employer contribution / active EE | $921 | $3,417-73.1% | $4,829-80.9% | $2,427-62.1% |
| Participant deferral / active EE | $5,416 | $6,467-16.3% | $7,352-26.3% | $4,046+33.9% |
| Admin fee / account holder | $127 | $711-82.2% | $10,799-98.8% | $626-79.8% |