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 | $13,449 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $9,740 |
ASAE BUSINESS SERVICES2 years Service code 99 1575 I ST NW · WASHINGTON, DC 20005 | Other Fees | $1,200 |
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 | $23,249 | $66,124-64.8% | $90,404-74.3% | $73,488-68.4% |
| Participation rate | 50.2% | 69.7%-19.5pp | 72.7%-22.5pp | 70.7%-20.5pp |
| Annual return | 15.31% | 17.65%-2.3pp | 1293.02%-1277.7pp | 28.51%-13.2pp |
| Employer contribution / active EE | $999 | $2,346-57.4% | $3,262-69.4% | $2,270-56.0% |
| Participant deferral / active EE | $1,714 | $3,039-43.6% | $3,963-56.7% | $3,740-54.2% |
| Admin fee / account holder | $138 | $396-65.2% | $5,611-97.5% | $513-73.1% |