Filed September 14, 2020 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $26,441 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $2,348 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $170 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $95,195 | $60,165+58.2% | $74,183+28.3% | $55,167+72.6% |
| Participation rate | 75.8% | 74.2%+1.6pp | 76.6%-0.8pp | 69.0%+6.8pp |
| Annual return | 7.79% | 10.00%-2.2pp | 17.74%-9.9pp | 169.23%-161.4pp |
| Employer contribution / active EE | $366 | $1,600-77.1% | $2,370-84.5% | $1,963-81.3% |
| Participant deferral / active EE | $3,662 | $2,973+23.2% | $3,550+3.2% | $3,054+19.9% |
| Admin fee / account holder | $153 | $419-63.6% | $5,586-97.3% | $504-69.7% |