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 | $56,484 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $51,898 |
IBBOTSON ASSOCIATES INC.1 year Filed as: IBBOTSON ASSOCIATES Service code 27 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $18,282 |
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 | $93,502 | $89,739+4.2% | $149,718-37.5% | $62,292+50.1% |
| Participation rate | 99.5% | 85.1%+14.4pp | 87.1%+12.4pp | 69.5%+30.0pp |
| Annual return | 15.74% | 21.01%-5.3pp | 1501.63%-1485.9pp | 28.90%-13.2pp |
| Employer contribution / active EE | $2,620 | $3,233-19.0% | $5,445-51.9% | $2,042+28.3% |
| Participant deferral / active EE | $4,492 | $4,797-6.4% | $6,569-31.6% | $3,169+41.7% |
| Admin fee / account holder | $586 | $551+6.4% | $11,283-94.8% | $479+22.3% |