Filed September 26, 2019
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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,341 |
NATIONWIDE1 year Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $5,293 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 28 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Investment Management | $3,152 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,508 |
Service code 15 878 W AIRPORT RD · MENASHA, WI 54952 | Recordkeeping | $1,093 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,973 | $49,138-37.0% | $84,015-63.1% | $65,185-52.5% |
| Participation rate | 93.0% | 60.7%+32.2pp | 69.0%+24.0pp | 70.2%+22.8pp |
| Annual return | 20.10% | 23.00%-2.9pp | 71.31%-51.2pp | 29.38%-9.3pp |
| Employer contribution / active EE | $871 | $914-4.7% | $1,983-56.1% | $2,177-60.0% |
| Participant deferral / active EE | $3,517 | $2,397+46.7% | $3,239+8.6% | $3,514+0.1% |
| Admin fee / account holder | $99 | $543-81.8% | $6,101-98.4% | $847-88.3% |