Filed August 15, 2017
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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $73,425 |
Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $45,691 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,557 | $74,089+4.7% | $133,980-42.1% | $55,167+40.6% |
| Participation rate | 97.0% | 84.3%+12.7pp | 87.1%+9.9pp | 69.0%+28.0pp |
| Annual return | 9.45% | 12.11%-2.7pp | 29.30%-19.8pp | 169.23%-159.8pp |
| Employer contribution / active EE | $2,312 | $3,064-24.5% | $5,211-55.6% | $1,963+17.8% |
| Participant deferral / active EE | $4,146 | $4,678-11.4% | $6,282-34.0% | $3,054+35.7% |
| Admin fee / account holder | $562 | $458+22.6% | $9,324-94.0% | $504+11.5% |