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 | $31,520 |
LPL FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $29,359 |
RAINER & COMPANY7+ years Service code 10 2 CAMPUS BLVD STE 220 · NEWTON SQUARE, PA 19073 | Accounting | $16,344 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,577 | $70,879-10.3% | $189,557-66.5% | $79,386-19.9% |
| Participation rate | 72.8% | 68.0%+4.9pp | 78.4%-5.6pp | 70.7%+2.1pp |
| Annual return | 9.07% | 20.70%-11.6pp | 64.17%-55.1pp | 116.85%-107.8pp |
| Employer contribution / active EE | $488 | $1,806-73.0% | $4,412-88.9% | $2,427-79.9% |
| Participant deferral / active EE | $2,524 | $4,081-38.2% | $6,174-59.1% | $4,046-37.6% |
| Admin fee / account holder | $400 | $647-38.2% | $9,807-95.9% | $626-36.1% |