Filed December 17, 2020
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 | $16,016 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
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 | $78,415 | $99,957-21.6% | $149,696-47.6% | $73,488+6.7% |
| Participation rate | 71.0% | 75.7%-4.7pp | 82.5%-11.5pp | 70.7%+0.3pp |
| Annual return | 22.81% | 53.87%-31.1pp | 276.60%-253.8pp | 28.51%-5.7pp |
| Employer contribution / active EE | $1,957 | $3,191-38.7% | $4,644-57.9% | $2,270-13.8% |
| Participant deferral / active EE | $6,857 | $6,073+12.9% | $6,842+0.2% | $3,740+83.4% |
| Admin fee / account holder | $89 | $551-83.8% | $9,309-99.0% | $513-82.6% |