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 |
|---|---|---|
LPL FINANCIAL4 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $50,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,034 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,491 |
Filed as: BENEFIT PLANS ADMINISTRATIVE Service code 13 6 RHOADS DRIVE · UTICA, NY 13502 | Contract Administrator | $3,333 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,451 | $104,475+105.3% | $159,436+34.5% | $79,386+170.1% |
| Participation rate | 30.5% | 76.6%-46.1pp | 82.8%-52.3pp | 70.7%-40.2pp |
| Annual return | 17.28% | 67.95%-50.7pp | 263.57%-246.3pp | 116.85%-99.6pp |
| Employer contribution / active EE | $10,080 | $3,417+195.0% | $4,829+108.7% | $2,427+315.2% |
| Participant deferral / active EE | $10,344 | $6,467+59.9% | $7,352+40.7% | $4,046+155.7% |
| Admin fee / account holder | $385 | $711-45.9% | $10,799-96.4% | $626-38.5% |