See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,976 |
INFINEX INVESTMENTS INC3 years Service code 55 538 PRESTON AVE · MERIDEN, CT 064504858 | Other Commissions | $16,752 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,057 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $60,568 | $81,208-25.4% | $98,907-38.8% | $79,858-24.2% |
| Participation rate | 72.4% | 72.5%-0.1pp | 76.0%-3.7pp | 69.6%+2.7pp |
| Annual return | 18.15% | 60.99%-42.8pp | 196.43%-178.3pp | 31.71%-13.6pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,402 | $3,265+4.2% | $4,244-19.8% | $3,740-9.0% |
| Admin fee / account holder | $328 | $6,013-94.5% | $6,642-95.1% | $5,306-93.8% |