Filed May 22, 2024 (most recent of 3 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 | $4,881 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $3,987 |
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 | $100,247 | $60,124+66.7% | $90,404+10.9% | $79,858+25.5% |
| Participation rate | 90.4% | 65.0%+25.4pp | 72.7%+17.7pp | 69.6%+20.8pp |
| Annual return | 13.02% | 71.94%-58.9pp | 1293.02%-1280.0pp | 31.71%-18.7pp |
| Employer contribution / active EE | $4,498 | $2,068+117.5% | $3,262+37.9% | $2,471+82.1% |
| Participant deferral / active EE | $5,639 | $2,938+91.9% | $3,963+42.3% | $3,740+50.8% |
| Admin fee / account holder | $100 | $3,976-97.5% | $5,611-98.2% | $5,306-98.1% |