Filed October 16, 2023 (most recent of 2 filings on file)
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 | $23,211 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $19,670 |
Service code 13 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Contract Administrator | $8,859 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $1,511 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,926 | $56,485-43.5% | $185,823-82.8% | $86,799-63.2% |
| Participation rate | 62.0% | 65.5%-3.5pp | 81.7%-19.7pp | 72.3%-10.3pp |
| Annual return | 81.62% | 118.04%-36.4pp | 122.05%-40.4pp | 97.91%-16.3pp |
| Employer contribution / active EE | $1,289 | $1,843-30.1% | $5,167-75.1% | $2,405-46.4% |
| Participant deferral / active EE | $2,390 | $2,553-6.4% | $5,568-57.1% | $4,131-42.2% |
| Admin fee / account holder | $159 | $150+6.4% | $16,237-99.0% | $170-6.1% |