Filed January 20, 2023
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 | $74,501 |
CETERA ADVISOR NETWORKS LLC4+ years Service code 55 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455670 | Other Commissions | $47,424 |
LOREN D. STARK COMPANY1 year Filed as: LOREN D STARK COMPANY INC Service code 13 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $17,496 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,461 |
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 | $14,290 | $41,617-65.7% | $84,611-83.1% | $77,787-81.6% |
| Participation rate | 25.8% | 45.0%-19.3pp | 68.2%-42.5pp | 73.2%-47.4pp |
| Annual return | 39.30% | 24.97%+14.3pp | 258.74%-219.4pp | 32.57%+6.7pp |
| Employer contribution / active EE | $499 | $1,061-52.9% | $2,652-81.2% | $2,504-80.1% |
| Participant deferral / active EE | $1,261 | $2,129-40.8% | $3,899-67.7% | $3,967-68.2% |
| Admin fee / account holder | $95 | $121-21.2% | $4,912-98.1% | $100-4.7% |