Filed April 15, 2021 (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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS Service code 13 101 W BROADWAY SUITE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $3,934 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNER SERVICES Service code 13 | Contract Administrator | $2,215 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 PO BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $845 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $586 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $188 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,945 | $137,414-51.3% | $189,513-64.7% | $85,850-22.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 11.97% | 38.14%-26.2pp | 555.15%-543.2pp | 318.53%-306.6pp |
| Employer contribution / active EE | $2,630 | $4,344-39.5% | $6,162-57.3% | $2,565+2.5% |
| Participant deferral / active EE | $6,777 | $6,260+8.3% | $8,221-17.6% | $3,952+71.5% |
| Admin fee / account holder | $2 | $8,630-100.0% | $12,045-100.0% | $6,260-100.0% |