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 | $35,279 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $16,366 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $3,339 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $987 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,935 | $91,517-60.7% | $101,248-64.5% | $73,409-51.0% |
| Participation rate | 41.0% | 73.8%-32.7pp | 75.8%-34.8pp | 72.2%-31.1pp |
| Annual return | 15.67% | 17.17%-1.5pp | 46.47%-30.8pp | 59.29%-43.6pp |
| Employer contribution / active EE | $843 | $2,877-70.7% | $3,660-77.0% | $2,234-62.3% |
| Participant deferral / active EE | $2,793 | $3,338-16.3% | $4,370-36.1% | $3,805-26.6% |
| Admin fee / account holder | $189 | $216-12.2% | $5,945-96.8% | $158+20.0% |