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 | $1,910 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,524 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE INC. Service code 33 4211 S. 102ND STREET · OMAHA, NE 68127 | Securities brokerage | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,843 | $82,882-26.6% | $127,761-52.4% | $72,985-16.6% |
| Participation rate | 86.3% | 71.5%+14.8pp | 79.0%+7.3pp | 69.5%+16.8pp |
| Annual return | 19.30% | 32.20%-12.9pp | 26.14%-6.8pp | 81.00%-61.7pp |
| Employer contribution / active EE | $2,228 | $3,346-33.4% | $4,574-51.3% | $2,440-8.7% |
| Participant deferral / active EE | $4,496 | $4,791-6.2% | $6,021-25.3% | $3,607+24.6% |
| Admin fee / account holder | $58 | $6,487-99.1% | $9,395-99.4% | $5,124-98.9% |