Filed March 24, 2021
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 | $33,678 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $16,013 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $2,978 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $32,029 | $66,601-51.9% | $92,893-65.5% | $67,579-52.6% |
| Participation rate | 42.7% | 72.5%-29.8pp | 76.0%-33.3pp | 71.3%-28.6pp |
| Annual return | 40.29% | 92.58%-52.3pp | 109.41%-69.1pp | 378.56%-338.3pp |
| Employer contribution / active EE | $540 | $2,775-80.6% | $3,653-85.2% | $2,148-74.9% |
| Participant deferral / active EE | $2,648 | $3,157-16.1% | $4,236-37.5% | $3,539-25.2% |
| Admin fee / account holder | $172 | $199-13.5% | $5,794-97.0% | $142+20.9% |