Filed February 1, 2018
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,719 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $10,296 |
ASAE BUSINESS SERVICES3 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,657 | $63,745-55.0% | $98,442-70.9% | $79,386-63.9% |
| Participation rate | 54.5% | 69.9%-15.3pp | 73.3%-18.8pp | 70.7%-16.2pp |
| Annual return | 15.36% | 625.80%-610.4pp | 1492.73%-1477.4pp | 116.85%-101.5pp |
| Employer contribution / active EE | $1,171 | $2,557-54.2% | $2,960-60.4% | $2,427-51.8% |
| Participant deferral / active EE | $2,131 | $3,303-35.5% | $4,276-50.2% | $4,046-47.3% |
| Admin fee / account holder | $170 | $516-67.1% | $5,949-97.1% | $626-72.9% |