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 | $38,858 |
DA DAVIDSON & CO6 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $20,992 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $9,773 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CWM LLC Service code 71 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Brokerage Fees | $4,330 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,360 | $99,078-54.2% | $96,544-53.0% | $74,419-39.0% |
| Participation rate | 96.7% | 80.7%+16.0pp | 76.0%+20.7pp | 70.7%+25.9pp |
| Annual return | 9.48% | 22.48%-13.0pp | 25.84%-16.4pp | 34.38%-24.9pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,965-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $4,136 | $4,933-16.2% | $4,851-14.7% | $4,528-8.6% |
| Admin fee / account holder | $207 | $225-8.1% | $8,252-97.5% | $348-40.6% |