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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.
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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 |
|---|---|---|
FASCORE, LLC6+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $420 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,401 | $58,879-39.9% | $178,490-80.2% | $73,488-51.8% |
| Participation rate | 72.9% | 66.2%+6.7pp | 81.9%-9.0pp | 70.7%+2.3pp |
| Annual return | 3.50% | 24.86%-21.4pp | 151.07%-147.6pp | 28.51%-25.0pp |
| Employer contribution / active EE | $607 | $2,236-72.8% | $5,011-87.9% | $2,270-73.2% |
| Participant deferral / active EE | $1,749 | $2,567-31.9% | $5,202-66.4% | $3,740-53.2% |
| Admin fee / account holder | $3 | $400-99.4% | $13,984-100.0% | $513-99.5% |