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 LLC Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $39,341 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,206 |
Filed as: UNIGLOBAL PENSION PLANNING INC Service code 13 4114 LEGATO RD · FAIRFAX, VA 220334002 | Contract Administrator | $5,900 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,799 | $121,341+16.9% | $189,513-25.2% | $79,386+78.6% |
| Participation rate | 90.8% | 86.1%+4.7pp | 87.8%+3.0pp | 70.7%+20.1pp |
| Annual return | 12.81% | 21.08%-8.3pp | 555.15%-542.3pp | 116.85%-104.0pp |
| Employer contribution / active EE | $6,826 | $3,915+74.4% | $6,162+10.8% | $2,427+181.2% |
| Participant deferral / active EE | $4,578 | $6,395-28.4% | $8,221-44.3% | $4,046+13.2% |
| Admin fee / account holder | $15 | $651-97.7% | $12,045-99.9% | $626-97.6% |