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 | $72,868 |
VALMARK ADVISERS INC4 years Service code 27 130 SPRINGSIDE DRIVE STE 300 · AKRON, OH 44333 | Advisory (Plan) | $30,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,371 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,800 | $51,447-34.3% | $104,607-67.7% | $73,409-54.0% |
| Participation rate | 84.0% | 68.2%+15.7pp | 74.1%+9.9pp | 72.2%+11.8pp |
| Annual return | 13.11% | 25.06%-12.0pp | 340.46%-327.4pp | 59.29%-46.2pp |
| Employer contribution / active EE | $456 | $1,441-68.3% | $2,681-83.0% | $2,234-79.6% |
| Participant deferral / active EE | $1,677 | $3,058-45.2% | $3,740-55.2% | $3,805-55.9% |
| Admin fee / account holder | $214 | $122+75.4% | $6,473-96.7% | $158+35.5% |