Filed January 27, 2021
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 6-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 |
|---|---|---|
JONES GREGG FINANCIAL3+ years Filed as: JONES GREGG FINANCIAL, LLC Service code 27 · EIN 26-0700134 | Advisory (Plan) | $10,798 |
Filed as: BLUE SKY 401(K) SPECIALISTS, INC., Service code 13 · EIN 81-3622920 | Contract Administrator | $1,125 |
Filed as: EMPOWER ANNUINTY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,948 | $54,229-63.2% | $70,092-71.5% | $68,494-70.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -17.09% | -13.87%-3.2pp | 190.73%-207.8pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,252 | $2,018+61.1% | $2,559+27.1% | $2,596+25.2% |
| Participant deferral / active EE | $2,543 | $2,956-14.0% | $3,849-33.9% | $4,027-36.9% |
| Admin fee / account holder | $113 | $4,694-97.6% | $6,267-98.2% | $5,403-97.9% |