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 | $27,945 |
Filed as: PRINCIPAL SECURITIES Service code 55 | Other Commissions | $21,663 |
ASCENSUS LLC5 years Filed as: PENSION ADMINISTRATORS LLC Service code 13 18033 OAK STREET · OMAHA, NE 68130 | Contract Administrator | $9,903 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,562 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Other Fees | $3,811 |
Filed as: PRINCIPAL SECURITIES INC Service code 55 711 HIGH STREET · DES MOINES, IA 50392 | Other Commissions | $0 |
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 | $42,621 | $62,132-31.4% | $185,823-77.1% | $73,488-42.0% |
| Participation rate | 88.6% | 67.8%+20.8pp | 78.0%+10.6pp | 70.7%+18.0pp |
| Annual return | 14.76% | 20.44%-5.7pp | 35.95%-21.2pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,005 | $1,681-40.2% | $4,087-75.4% | $2,270-55.7% |
| Participant deferral / active EE | $2,740 | $3,711-26.2% | $5,632-51.4% | $3,740-26.7% |
| Admin fee / account holder | $230 | $419-45.1% | $9,500-97.6% | $513-55.2% |