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 | $42,357 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 55 699 WALNUT ST STE 1350 · DES MOINES, IA 50309 | Other Commissions | $17,842 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $4,861 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,334 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,677 | $40,522-7.0% | $84,611-55.5% | $67,579-44.2% |
| Participation rate | 86.1% | 51.1%+35.0pp | 68.2%+17.9pp | 71.3%+14.8pp |
| Annual return | 96.05% | 32.72%+63.3pp | 258.74%-162.7pp | 378.56%-282.5pp |
| Employer contribution / active EE | $3,359 | $1,146+193.0% | $2,652+26.6% | $2,148+56.4% |
| Participant deferral / active EE | $3,730 | $2,132+75.0% | $3,899-4.3% | $3,539+5.4% |
| Admin fee / account holder | $140 | $145-3.3% | $4,912-97.1% | $142-1.3% |