Filed April 9, 2019
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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $86,006 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,043 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,112 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,970 | $73,638+113.2% | $108,410+44.8% | $79,386+97.7% |
| Participation rate | 99.2% | 77.4%+21.8pp | 80.1%+19.1pp | 70.7%+28.5pp |
| Annual return | 15.15% | 33.27%-18.1pp | 905.27%-890.1pp | 116.85%-101.7pp |
| Employer contribution / active EE | $3,137 | $2,397+30.9% | $3,558-11.8% | $2,427+29.2% |
| Participant deferral / active EE | $5,932 | $6,218-4.6% | $6,563-9.6% | $4,046+46.6% |
| Admin fee / account holder | $716 | $638+12.3% | $7,295-90.2% | $626+14.3% |