Filed September 14, 2020 (most recent of 2 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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $32,155 |
Filed as: NA NA Service code 27 10 TERRACE CT STE 103 · MADISON, WI 53718 | Advisory (Plan) | $22,866 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $9,483 |
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 | $77,618 | $73,404+5.7% | $87,100-10.9% | $67,579+14.9% |
| Participation rate | 92.1% | 80.9%+11.2pp | 76.9%+15.2pp | 71.3%+20.8pp |
| Annual return | 20.24% | 48.29%-28.0pp | 28.19%-7.9pp | 378.56%-358.3pp |
| Employer contribution / active EE | $438 | $2,014-78.3% | $2,521-82.6% | $2,148-79.6% |
| Participant deferral / active EE | $4,664 | $3,913+19.2% | $4,049+15.2% | $3,539+31.8% |
| Admin fee / account holder | $233 | $142+64.5% | $7,497-96.9% | $142+63.7% |