Filed September 1, 2015
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 | $62,174 |
Service code 27 111 CONGRESSIONAL BLVD, ST. 100 · CARMEL, IN 46032 | Advisory (Plan) | $25,979 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,673 | $106,236-57.9% | $112,228-60.2% | $64,808-31.1% |
| Participation rate | 88.1% | 71.7%+16.4pp | 75.1%+13.0pp | 71.5%+16.6pp |
| Annual return | -16.28% | -6.02%-10.3pp | 27.45%-43.7pp | 32.82%-49.1pp |
| Employer contribution / active EE | $3,467 | $3,166+9.5% | $3,635-4.6% | $2,506+38.4% |
| Participant deferral / active EE | $7,761 | $3,785+105.1% | $4,728+64.2% | $4,310+80.1% |
| Admin fee / account holder | $141 | $452-68.8% | $6,410-97.8% | $188-25.0% |