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 | $51,565 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $879 |
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 | $134,705 | $71,802+87.6% | $133,980+0.5% | $57,658+133.6% |
| Participation rate | 97.9% | 85.5%+12.4pp | 87.1%+10.9pp | 70.2%+27.7pp |
| Annual return | 10.84% | 13.51%-2.7pp | 29.30%-18.5pp | 5.13%+5.7pp |
| Employer contribution / active EE | $5,648 | $3,161+78.6% | $5,211+8.4% | $1,974+186.1% |
| Participant deferral / active EE | $6,250 | $4,606+35.7% | $6,282-0.5% | $3,061+104.2% |
| Admin fee / account holder | $163 | $88+86.0% | $9,324-98.3% | $95+72.5% |