Filed December 4, 2018 (most recent of 3 filings on file)
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 |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $26,983 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,960 |
Filed as: UNIGLOBAL PENSION PLANNING, INC Service code 13 | Contract Administrator | $5,397 |
Service code 13 4114 LEGATO ROAD, SUITE 300 · FAIRFAX, VA 22033 | Contract Administrator | $4,982 |
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 | $101,537 | $98,982+2.6% | $162,163-37.4% | $65,185+55.8% |
| Participation rate | 89.0% | 85.8%+3.2pp | 87.6%+1.4pp | 70.2%+18.8pp |
| Annual return | 21.37% | 24.84%-3.5pp | 115.59%-94.2pp | 29.38%-8.0pp |
| Employer contribution / active EE | $6,437 | $3,467+85.7% | $5,614+14.7% | $2,177+195.7% |
| Participant deferral / active EE | $3,843 | $5,384-28.6% | $7,298-47.3% | $3,514+9.4% |
| Admin fee / account holder | $117 | $596-80.3% | $10,843-98.9% | $847-86.2% |