Filed February 1, 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 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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,810 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $9,576 |
ASAE BUSINESS SERVICES1 year Service code 25 1575 I ST NW · WASHINGTON, DC 20005 | Directed Trustee | $600 |
GLOBAL TRUST COMPANY1 year Service code 25 12 GILL ST STE 2600 · WOBURN, MA 01801 | Directed Trustee | $468 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,132 | $51,620-57.1% | $90,281-75.5% | $65,185-66.0% |
| Participation rate | 48.3% | 68.6%-20.3pp | 73.3%-25.0pp | 70.2%-21.9pp |
| Annual return | 24.05% | 24.94%-0.9pp | 78.10%-54.0pp | 29.38%-5.3pp |
| Employer contribution / active EE | $738 | $2,235-67.0% | $2,854-74.1% | $2,177-66.1% |
| Participant deferral / active EE | $1,449 | $2,871-49.5% | $3,885-62.7% | $3,514-58.8% |
| Admin fee / account holder | $131 | $384-65.9% | $5,351-97.5% | $847-84.5% |