Filed November 5, 2024 (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, CO 80111 | Recordkeeping Fees | $61,423 |
TD AMERITRADE, INC.1+ years Service code 33 200 S 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,469 |
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 | $130,742 | $68,413+91.1% | $123,104+6.2% | $55,191+136.9% |
| Participation rate | 97.0% | 84.5%+12.4pp | 86.8%+10.2pp | 69.2%+27.8pp |
| Annual return | 1.17% | 6.30%-5.1pp | 13.22%-12.0pp | 10.78%-9.6pp |
| Employer contribution / active EE | $6,079 | $3,050+99.3% | $5,151+18.0% | $1,899+220.2% |
| Participant deferral / active EE | $6,203 | $4,490+38.1% | $6,230-0.4% | $3,046+103.6% |
| Admin fee / account holder | $61 | $88-31.1% | $9,015-99.3% | $91-33.3% |