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 15 · EIN 39-0509570 720 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Recordkeeping | $0 |
Filed as: ROCKY MOUNTAIN EMPLOYEE BENEFITS, I Service code 15 · EIN 87-0364490 7090 SOUTH UNION PARK AVE SUITE 650 · SALT LAKE CITY, UT 84047 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,492 | $77,660-58.2% | $109,143-70.2% | $79,386-59.1% |
| Participation rate | 27.6% | 67.8%-40.2pp | 75.9%-48.3pp | 70.7%-43.1pp |
| Annual return | 12.93% | 23.44%-10.5pp | 25.75%-12.8pp | 116.85%-103.9pp |
| Employer contribution / active EE | $1,231 | $2,797-56.0% | $3,722-66.9% | $2,427-49.3% |
| Participant deferral / active EE | $1,581 | $3,518-55.1% | $4,653-66.0% | $4,046-60.9% |
| Admin fee / account holder | $277 | $732-62.1% | $6,752-95.9% | $626-55.7% |