Filed June 1, 2023
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 | $46,686 |
BOON ADMINISTRATIVE SERVICES INC1+ years Filed as: BOON ADMINISTRATIVE SERVICES, INC. Service code 13 6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $6,747 |
BOON ADMINISTRATIVE SERVICES INC1+ years Filed as: BOON INVESTMENT GROUP Service code 27 6300 BRIDGEPOINT PARKWAY · AUSTIN, TX 78730 | Advisory (Plan) | $6,747 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $4,411 | $57,435-92.3% | $105,218-95.8% | $55,191-92.0% |
| Participation rate | 88.1% | 71.3%+16.8pp | 77.2%+10.9pp | 69.2%+19.0pp |
| Annual return | -9.93% | 2.97%-12.9pp | 5.33%-15.3pp | 10.78%-20.7pp |
| Employer contribution / active EE | $4,272 | $1,920+122.6% | $3,255+31.2% | $1,899+125.0% |
| Participant deferral / active EE | $0 | $3,495-100.0% | $4,867-100.0% | $3,046-100.0% |
| Admin fee / account holder | $64 | $70-9.1% | $6,992-99.1% | $91-29.6% |