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 | $42,447 |
LINSCO/PRIVATE LEDGER CORP5+ years Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $33,339 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOOD VILLAGE, CO 80111 | Investment Management | $2,766 |
TRUOG-RYDING COMPANY, INC.4 years Service code 13 · EIN 95-3497679 2659 TOWNSGATE ROAD · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $840 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $71,403 | $86,332-17.3% | $125,175-43.0% | $65,185+9.5% |
| Participation rate | 86.0% | 75.3%+10.7pp | 79.8%+6.3pp | 70.2%+15.8pp |
| Annual return | 19.66% | 27.43%-7.8pp | 43.79%-24.1pp | 29.38%-9.7pp |
| Employer contribution / active EE | $1,630 | $2,040-20.1% | $3,865-57.8% | $2,177-25.1% |
| Participant deferral / active EE | $5,314 | $3,537+50.2% | $4,937+7.6% | $3,514+51.2% |
| Admin fee / account holder | $284 | $609-53.4% | $9,702-97.1% | $847-66.5% |