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 | $156,200 |
CETERA ADVISOR NETWORKS LLC5+ years Service code 55 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455670 | Other Commissions | $72,792 |
Filed as: ADVISED ASSET GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,014 |
LOREN D. STARK COMPANY2 years Filed as: LOREN D STARK COMPANY INC Service code 99 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Other Fees | $1,734 |
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 | $16,924 | $46,219-63.4% | $89,391-81.1% | $90,288-81.3% |
| Participation rate | 25.9% | 44.9%-19.0pp | 68.0%-42.1pp | 73.4%-47.5pp |
| Annual return | 27.58% | 25.71%+1.9pp | 245.62%-218.0pp | 53.97%-26.4pp |
| Employer contribution / active EE | $631 | $953-33.7% | $2,586-75.6% | $2,524-75.0% |
| Participant deferral / active EE | $1,424 | $2,136-33.4% | $3,890-63.4% | $4,232-66.4% |
| Admin fee / account holder | $140 | $147-4.9% | $4,881-97.1% | $114+22.5% |