Filed February 2, 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 9-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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,655 |
BAIRD INSURANCE SERVICES INC3 years Filed as: HILLIARD LYONS LLC Service code 55 · EIN 30-0450751 500 WEST JEFFERSON ST · LOUISVILLE, KY 40202 | Other Commissions | $18,740 |
TRINITY PENSION CONSULTANTS3 years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 13 | Contract Administrator | $4,132 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,825 |
TRINITY PENSION CONSULTANTS3 years Service code 13 · EIN 20-4548831 | Contract Administrator | $2,070 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 55 777 E WISCONSIN AVE · MILWAUKEE, WI 53201 | Other Commissions | $1,749 |
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 | $24,819 | $62,928-60.6% | $172,739-85.6% | $67,579-63.3% |
| Participation rate | 39.4% | 64.5%-25.1pp | 82.6%-43.2pp | 71.3%-31.9pp |
| Annual return | 39.21% | 30.36%+8.9pp | 802.84%-763.6pp | 378.56%-339.3pp |
| Employer contribution / active EE | $429 | $1,636-73.8% | $5,143-91.7% | $2,148-80.0% |
| Participant deferral / active EE | $1,219 | $2,145-43.2% | $5,198-76.5% | $3,539-65.6% |
| Admin fee / account holder | $288 | $167+73.0% | $13,954-97.9% | $142+102.6% |