Filed April 4, 2018
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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: KMS FINANCIAL SERVICES Service code 27 2001 SIXTH AVE STE 2801 · SEATTLE, WA 98121 | Advisory (Plan) | $5,000 |
OSCAR RODRIGUEZ CORDOVA1 year Filed as: OSCAR ANDRINO-BARBIER Service code 99 DBA GLOBAL BUSINESS TRANSLATE · VANCOUVER, WA 98660 | Other Fees | $798 |
Filed as: GREAT-WEST LIFE & ANNUITY INS Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $761 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $279 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $13,557 | $62,267-78.2% | $110,238-87.7% | $55,725-75.7% |
| Participation rate | 95.3% | 78.1%+17.1pp | 79.8%+15.4pp | 70.9%+24.4pp |
| Annual return | -7.83% | -1.07%-6.8pp | 314.74%-322.6pp | 244.93%-252.8pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $3,826-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $630 | $3,516-82.1% | $4,672-86.5% | $3,356-81.2% |
| Admin fee / account holder | $9 | $121-92.4% | $8,547-99.9% | $115-92.0% |