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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.
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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 | $9,852 |
VICUS CAPITAL3 years Service code 27 476 ROLLING RIDGE DR STE 315 · STATE COLLEGE, PA 16801 | Advisory (Plan) | $9,163 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,635 | $52,953-74.3% | $172,739-92.1% | $65,185-79.1% |
| Participation rate | 55.7% | 66.2%-10.5pp | 82.6%-26.9pp | 70.2%-14.5pp |
| Annual return | 18.85% | 30.12%-11.3pp | 802.84%-784.0pp | 29.38%-10.5pp |
| Employer contribution / active EE | $427 | $2,190-80.5% | $5,143-91.7% | $2,177-80.4% |
| Participant deferral / active EE | $721 | $2,471-70.8% | $5,198-86.1% | $3,514-79.5% |
| Admin fee / account holder | $157 | $472-66.7% | $13,954-98.9% | $847-81.4% |