Filed February 20, 2020 (most recent of 2 filings on file)
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 | $260,743 |
Service code 64 3071 PEARL ROAD · MEDINA, OH 44256 | Recordkeeping Fees | $111,727 |
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 | $143,322 | $105,190+36.3% | $98,907+44.9% | $90,288+58.7% |
| Participation rate | 95.3% | 86.4%+8.9pp | 76.0%+19.3pp | 73.4%+21.9pp |
| Annual return | 19.75% | 18.52%+1.2pp | 196.43%-176.7pp | 53.97%-34.2pp |
| Employer contribution / active EE | $5,003 | $3,831+30.6% | $2,689+86.1% | $2,524+98.2% |
| Participant deferral / active EE | $7,001 | $5,616+24.7% | $4,244+65.0% | $4,232+65.4% |
| Admin fee / account holder | $93 | $97-4.2% | $6,642-98.6% | $114-18.3% |