Filed November 28, 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 | $64,609 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD STE 102 · CHARLOTTESVILE, VA 22911 | Contract Administrator | $20,489 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SVCS INS AGCY Service code 55 | Other Commissions | $17,631 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,767 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST., 5TH FLOOR · NASHVILLE, TN 37238 | Advisory (Plan) | $3,419 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SVCS INS AGCY INC Service code 55 1000 HARBOR BLVD 8TH FL · WEEHAWKEN, NJ 07087 | Other Commissions | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,522 | $78,275-81.4% | $109,143-86.7% | $86,799-83.3% |
| Participation rate | 84.8% | 73.8%+11.0pp | 75.9%+9.0pp | 72.3%+12.6pp |
| Annual return | 28.19% | 19.14%+9.0pp | 25.75%+2.4pp | 97.91%-69.7pp |
| Employer contribution / active EE | $553 | $3,105-82.2% | $3,722-85.1% | $2,405-77.0% |
| Participant deferral / active EE | $2,065 | $3,641-43.3% | $4,653-55.6% | $4,131-50.0% |
| Admin fee / account holder | $109 | $198-44.9% | $6,752-98.4% | $170-35.5% |