Filed May 16, 2022 (most recent of 4 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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,231 |
DA DAVIDSON & CO5 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $23,000 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $12,203 |
Filed as: CWM LLC Service code 71 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Brokerage Fees | $8,629 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,830 | $72,254-36.6% | $86,677-47.1% | $64,808-29.3% |
| Participation rate | 90.5% | 80.4%+10.0pp | 76.6%+13.9pp | 71.5%+19.0pp |
| Annual return | -17.19% | 392.42%-409.6pp | 35.91%-53.1pp | 32.82%-50.0pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,836-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,852 | $4,658-17.3% | $4,656-17.3% | $4,310-10.6% |
| Admin fee / account holder | $239 | $174+37.3% | $7,493-96.8% | $188+27.1% |