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 | $4,750 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $2,504 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $931 |
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 | $23,089 | $47,977-51.9% | $154,107-85.0% | $56,287-59.0% |
| Participation rate | 90.5% | 66.2%+24.3pp | 83.0%+7.5pp | 69.9%+20.7pp |
| Annual return | 6.57% | 3.54%+3.0pp | 735.12%-728.6pp | -9.96%+16.5pp |
| Employer contribution / active EE | $1,698 | $2,169-21.7% | $5,298-67.9% | $2,111-19.6% |
| Participant deferral / active EE | $1,283 | $2,392-46.3% | $5,081-74.7% | $3,350-61.7% |
| Admin fee / account holder | $26 | $438-94.0% | $13,411-99.8% | $521-95.0% |