Filed August 12, 2021
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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $34,217 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
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 | $54,024 | $36,916+46.3% | $156,549-65.5% | $57,658-6.3% |
| Participation rate | 76.1% | 63.4%+12.7pp | 84.0%-7.9pp | 70.2%+5.9pp |
| Annual return | 10.26% | 12.38%-2.1pp | 32.23%-22.0pp | 5.13%+5.1pp |
| Employer contribution / active EE | $3,692 | $1,571+135.1% | $5,501-32.9% | $1,974+87.0% |
| Participant deferral / active EE | $5,185 | $1,926+169.3% | $4,871+6.5% | $3,061+69.4% |
| Admin fee / account holder | $110 | $82+33.7% | $13,027-99.2% | $95+16.7% |