Filed February 18, 2024
Total covered: 14 employees
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 |
|---|---|---|
PROSPERA FINANCIAL SERVICES4+ years Filed as: PROSPER FINANCIAL Service code 27 · EIN 75-1832551 | Advisory (Plan) | $14,305 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,030 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Securitie... | $160 |
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 | $23,496 | $89,652-73.8% | $141,162-83.4% | $65,185-64.0% |
| Participation rate | 89.9% | 74.7%+15.2pp | 82.5%+7.4pp | 70.2%+19.7pp |
| Annual return | 30.46% | 32.79%-2.3pp | 71.39%-40.9pp | 29.38%+1.1pp |
| Employer contribution / active EE | $439 | $3,065-85.7% | $4,735-90.7% | $2,177-79.8% |
| Participant deferral / active EE | $3,488 | $5,691-38.7% | $6,709-48.0% | $3,514-0.7% |
| Admin fee / account holder | $81 | $569-85.7% | $10,261-99.2% | $847-90.4% |