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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,449 |
Filed as: PRINCIPAL SECURITIES Service code 55 711 HIGH STREET · DES MOINES, IA 50392 | Other Commissions | $10,210 |
ASCENSUS LLC3 years Filed as: PENSION ADMINISTRATORS LLC Service code 13 18033 OAK STREET · OMAHA, NE 68130 | Contract Administrator | $8,519 |
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS INVESTMENT CORP Service code 55 5900 O ST · LINCOLN, NE 68510 | Other Commissions | $6,972 |
Service code 99 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Other Fees | $2,973 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,015 |
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 | $27,985 | $48,576-42.4% | $169,463-83.5% | $56,287-50.3% |
| Participation rate | 85.6% | 65.8%+19.8pp | 77.8%+7.9pp | 69.9%+15.8pp |
| Annual return | -5.12% | -2.51%-2.6pp | 1.83%-7.0pp | -9.96%+4.8pp |
| Employer contribution / active EE | $774 | $1,559-50.3% | $4,159-81.4% | $2,111-63.3% |
| Participant deferral / active EE | $2,104 | $3,275-35.8% | $5,277-60.1% | $3,350-37.2% |
| Admin fee / account holder | $203 | $435-53.4% | $9,109-97.8% | $521-61.1% |