Filed April 4, 2018
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 8-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: GREAT-WEST LIFE AND ANNUITY Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $519,693 |
ROOF ADVISORY GROUP INC.2+ years Filed as: ROOF ADVISORY GROUP, INC. Service code 26 · EIN 23-2945243 | Advisory (Participants) | $16,215 |
AMERICAN FUNDS1 year Filed as: FORT PITT CAPITAL GROUP, LLC Service code 26 · EIN 47-5006020 | Advisory (Participants) | $5,638 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $4,340 |
Filed as: LARSON FINANCIAL GROUP, LLC Service code 26 · EIN 20-4773945 | Advisory (Participants) | $3,995 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT SERVICES Service code 26 · EIN 36-3297908 | Advisory (Participants) | $1,931 |
SIGNATURE ESTATE & INVESTMENT2+ years Service code 26 · EIN 95-4806910 | Advisory (Participants) | $1,535 |
Filed as: HANLON INVESTMENT MANAGEMENT Service code 26 · EIN 22-3723068 | Advisory (Participants) | $910 |
Filed as: VESTIA ADVISORS LLC Service code 26 · EIN 82-1828832 | Advisory (Participants) | $147 |
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 | $109,603 | $58,202+88.3% | $172,739-36.6% | $89,569+22.4% |
| Participation rate | 99.3% | 72.8%+26.4pp | 82.6%+16.6pp | 69.6%+29.7pp |
| Annual return | 29.70% | 61.59%-31.9pp | 802.84%-773.1pp | 34.56%-4.9pp |
| Employer contribution / active EE | $4,636 | $1,759+163.6% | $5,143-9.9% | $2,584+79.4% |
| Participant deferral / active EE | $5,525 | $3,335+65.7% | $5,198+6.3% | $4,220+30.9% |
| Admin fee / account holder | $63 | $53+19.6% | $13,954-99.5% | $72-12.3% |