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 | $38,373 |
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 | $65,130 | $46,173+41.1% | $170,442-61.8% | $69,631-6.5% |
| Participation rate | 73.7% | 63.9%+9.8pp | 83.6%-9.9pp | 70.7%+3.0pp |
| Annual return | 23.51% | 21.62%+1.9pp | 205.93%-182.4pp | 27571.02%-27547.5pp |
| Employer contribution / active EE | $3,688 | $1,610+129.1% | $5,433-32.1% | $2,032+81.5% |
| Participant deferral / active EE | $5,097 | $2,080+145.0% | $4,939+3.2% | $3,224+58.1% |
| Admin fee / account holder | $113 | $116-2.2% | $13,880-99.2% | $110+2.7% |