See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,547 |
COMPASS3601 year Service code 13 118 PORTSMOUTH AVE STE A2 · STRATHAM, NH 03885 | Contract Administrator | $30,679 |
MMA SECURITIES LLC3 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $28,833 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $858 |
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 | $41,738 | $67,579-38.2% | - | $67,579-38.2% |
| Participation rate | 99.4% | 71.3%+28.1pp | - | 71.3%+28.1pp |
| Annual return | 26.15% | 378.56%-352.4pp | - | 378.56%-352.4pp |
| Employer contribution / active EE | $2,398 | $2,148+11.6% | - | $2,148+11.6% |
| Participant deferral / active EE | $5,103 | $3,539+44.2% | - | $3,539+44.2% |
| Admin fee / account holder | $144 | $142+1.5% | - | $142+1.5% |