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) | $29,904 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,073 |
Filed as: UNIGLOBAL PENSION PLANNING, INC Service code 13 | Contract Administrator | $5,981 |
Service code 13 4114 LEGATO ROAD, SUITE 300 · FAIRFAX, VA 22033 | Contract Administrator | $1,650 |
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 | $115,243 | $136,307-15.5% | $177,821-35.2% | $73,488+56.8% |
| Participation rate | 96.5% | 86.1%+10.4pp | 87.7%+8.7pp | 70.7%+25.8pp |
| Annual return | 13.83% | 18.68%-4.8pp | 48.32%-34.5pp | 28.51%-14.7pp |
| Employer contribution / active EE | $6,973 | $3,712+87.8% | $5,918+17.8% | $2,270+207.2% |
| Participant deferral / active EE | $4,620 | $5,829-20.7% | $7,714-40.1% | $3,740+23.5% |
| Admin fee / account holder | $91 | $596-84.8% | $12,427-99.3% | $513-82.3% |