Filed September 24, 2021 (most recent of 5 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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $131,895 |
Service code 27 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $16,800 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 99 PO BOX 642743 · PITTSBURGH, PA 152642743 | Other Fees | $12,360 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,360 | $79,519-12.8% | $95,952-27.7% | $73,409-5.5% |
| Participation rate | 97.8% | 81.2%+16.6pp | 77.1%+20.7pp | 72.2%+25.6pp |
| Annual return | 13.40% | 19.20%-5.8pp | 91.61%-78.2pp | 59.29%-45.9pp |
| Employer contribution / active EE | $2,088 | $2,048+1.9% | $2,541-17.8% | $2,234-6.5% |
| Participant deferral / active EE | $3,903 | $4,138-5.7% | $4,167-6.3% | $3,805+2.6% |
| Admin fee / account holder | $145 | $184-21.1% | $6,795-97.9% | $158-7.9% |