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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $427,555 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 27 21875 NETWORK PL · CHICAGO, IL 606731218 | Advisory (Plan) | $159,134 |
SEYFARTH SHAW LLP5 years Service code 16 131 SOUTH DEARBORN STE 2400 · CHICAGO, IL 606035577 | Consulting | $27,837 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE AND MORAN PLLC Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $17,303 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $91,913 | $225,489-59.2% | $81,930+12.2% | $93,223-1.4% |
| Participation rate | 73.7% | 80.7%-7.0pp | 72.0%+1.7pp | 74.9%-1.2pp |
| Annual return | 12.93% | 14.44%-1.5pp | 29.49%-16.6pp | 19.29%-6.4pp |
| Employer contribution / active EE | $2,397 | $3,151-23.9% | $4,310-44.4% | $2,680-10.6% |
| Participant deferral / active EE | $3,910 | $4,408-11.3% | $7,107-45.0% | $4,563-14.3% |
| Admin fee / account holder | $98 | $185-47.2% | $5,158-98.1% | $79+23.2% |