Filed October 18, 2023
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 02453 | Advisory (Plan) | $11,387 |
Service code 13 4114 LEGATO ROAD, SUITE 300 · FAIRFAX, VA 22033 | Contract Administrator | $8,689 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,781 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,113 | $98,750-55.3% | $149,696-70.5% | $79,858-44.8% |
| Participation rate | 72.6% | 75.8%-3.1pp | 82.5%-9.8pp | 69.6%+3.0pp |
| Annual return | 15.55% | 27.43%-11.9pp | 276.60%-261.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,294 | $3,216-59.8% | $4,644-72.1% | $2,471-47.6% |
| Participant deferral / active EE | $4,426 | $5,680-22.1% | $6,842-35.3% | $3,740+18.3% |
| Admin fee / account holder | $161 | $6,053-97.3% | $9,309-98.3% | $5,306-97.0% |