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 | $32,775 |
TRUSTMARK NATIONAL BANK5+ years Service code 25 248 E CAPITOL ST STE 580 · JACKSON, MS 39201 | Directed Trustee | $17,192 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3 |
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 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 | $25,225 | $62,928-59.9% | $172,739-85.4% | $67,579-62.7% |
| Participation rate | 50.0% | 64.5%-14.5pp | 82.6%-32.6pp | 71.3%-21.3pp |
| Annual return | 18.87% | 30.36%-11.5pp | 802.84%-784.0pp | 378.56%-359.7pp |
| Employer contribution / active EE | $533 | $1,636-67.4% | $5,143-89.6% | $2,148-75.2% |
| Participant deferral / active EE | $1,097 | $2,145-48.8% | $5,198-78.9% | $3,539-69.0% |
| Admin fee / account holder | $307 | $167+84.3% | $13,954-97.8% | $142+115.8% |