Filed July 28, 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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $21,679 |
SILVERSTONE ASSET MANAGEMENT INC5+ years Filed as: SILVERSTONE ASSET MGMT, INC. Service code 27 · EIN 20-1113894 11516 MIRACLE HILLS DRIVE · OMAHA, NE 68154 | Advisory (Plan) | $15,865 |
GOLDLEAF PARTNERS2 years Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $4,131 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,683 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,933 | $52,293-27.5% | $178,490-78.7% | $73,409-48.3% |
| Participation rate | 51.8% | 65.3%-13.6pp | 81.9%-30.2pp | 72.2%-20.4pp |
| Annual return | 12.79% | 34.75%-22.0pp | 151.07%-138.3pp | 59.29%-46.5pp |
| Employer contribution / active EE | $890 | $1,735-48.7% | $5,011-82.2% | $2,234-60.1% |
| Participant deferral / active EE | $1,194 | $2,332-48.8% | $5,202-77.0% | $3,805-68.6% |
| Admin fee / account holder | $207 | $127+62.5% | $13,984-98.5% | $158+31.1% |