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 | $38,164 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,000 |
SWERDLIN & COMPANY7+ years Filed as: SWERDLIN NORTHEAST, LLC Service code 13 · EIN 45-1256287 | Contract Administrator | $10,568 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 27 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $4,054 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS, INC. Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $46,329 | $50,956-9.1% | $96,562-52.0% | $86,799-46.6% |
| Participation rate | 38.5% | 65.2%-26.8pp | 69.8%-31.4pp | 72.3%-33.8pp |
| Annual return | 18.28% | 21.27%-3.0pp | 37.78%-19.5pp | 97.91%-79.6pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,356-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,913 | $2,954-1.4% | $3,849-24.3% | $4,131-29.5% |
| Admin fee / account holder | $199 | $166+20.1% | $6,181-96.8% | $170+17.6% |