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 | $24,374 |
APW CAPITAL INC2 years Service code 55 100 ENTERPRISE DR STE 504 · ROCKAWAY, NJ 07866 | Other Commissions | $9,779 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $752 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,423 | $52,953-50.1% | $172,739-84.7% | $65,185-59.5% |
| Participation rate | 77.6% | 66.2%+11.4pp | 82.6%-5.1pp | 70.2%+7.4pp |
| Annual return | 21.53% | 30.12%-8.6pp | 802.84%-781.3pp | 29.38%-7.9pp |
| Employer contribution / active EE | $1,090 | $2,190-50.2% | $5,143-78.8% | $2,177-49.9% |
| Participant deferral / active EE | $1,684 | $2,471-31.8% | $5,198-67.6% | $3,514-52.1% |
| Admin fee / account holder | $129 | $472-72.7% | $13,954-99.1% | $847-84.8% |