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 | $51,411 |
BAIRD FUNDS2 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 55 777 E WISCONSIN AVE · MILWAUKEE, WI 53201 | Other Commissions | $21,913 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,630 |
TRINITY PENSION CONSULTANTS4 years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 13 | Contract Administrator | $4,461 |
TRINITY PENSION CONSULTANTS4 years Service code 13 · EIN 20-4548831 202 MONTROSE WEST AVE, SUITE 310 · COPLEY, OH 44321 | Contract Administrator | $2,880 |
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 | $25,570 | $52,293-51.1% | $178,490-85.7% | $73,409-65.2% |
| Participation rate | 45.3% | 65.3%-20.1pp | 81.9%-36.7pp | 72.2%-26.9pp |
| Annual return | 12.70% | 34.75%-22.0pp | 151.07%-138.4pp | 59.29%-46.6pp |
| Employer contribution / active EE | $571 | $1,735-67.1% | $5,011-88.6% | $2,234-74.5% |
| Participant deferral / active EE | $1,607 | $2,332-31.1% | $5,202-69.1% | $3,805-57.8% |
| Admin fee / account holder | $263 | $127+106.6% | $13,984-98.1% | $158+66.7% |