Filed November 22, 2022
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 | $19,231 |
JACKSON AVENUE, LLC1+ years Service code 27 10302 BRISTOW CENTER DR STE 179 · BRISTOW, VT 20136 | Advisory (Plan) | $4,727 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,198 | $38,969+8.3% | $109,313-61.4% | $55,167-23.5% |
| Participation rate | 77.0% | 58.2%+18.8pp | 71.3%+5.8pp | 69.0%+8.0pp |
| Annual return | 7.57% | 8.26%-0.7pp | 22.07%-14.5pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,030 | $1,227-16.0% | $3,892-73.5% | $1,963-47.5% |
| Participant deferral / active EE | $2,343 | $2,176+7.7% | $3,166-26.0% | $3,054-23.3% |
| Admin fee / account holder | $171 | $501-65.8% | $5,666-97.0% | $504-66.0% |