Filed October 28, 2022 (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 RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $63,853 |
Filed as: INVESTMENT CENTERS OF AMERICA INC Service code 55 5555 W GRANDE MARKET DR · APPLETON, WI 54913 | Other Commissions | $34,186 |
CLS INVESTMENTS1 year Service code 99 17605 · OMAHA, NE 68130 | Other Fees | $16,952 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 | Contract Administrator | $12,000 |
GOLDLEAF PARTNERS1 year Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $5,205 |
Filed as: EMPOWER RETIREMENT ADVISORY Service code 28 8515 WAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $187 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $67,857 | $89,739-24.4% | $149,718-54.7% | $62,292+8.9% |
| Participation rate | 90.5% | 85.1%+5.4pp | 87.1%+3.4pp | 69.5%+21.0pp |
| Annual return | 16.78% | 21.01%-4.2pp | 1501.63%-1484.8pp | 28.90%-12.1pp |
| Employer contribution / active EE | $2,637 | $3,233-18.4% | $5,445-51.6% | $2,042+29.1% |
| Participant deferral / active EE | $5,458 | $4,797+13.8% | $6,569-16.9% | $3,169+72.2% |
| Admin fee / account holder | $302 | $551-45.2% | $11,283-97.3% | $479-37.0% |