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 | $29,389 |
RBC WEALTH MANAGEMENT4+ years Filed as: RBC CAPITAL MARKETS LLC Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $19,797 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $67,955 | $55,449+22.6% | $83,848-19.0% | $56,287+20.7% |
| Participation rate | 98.2% | 68.0%+30.2pp | 76.1%+22.1pp | 69.9%+28.4pp |
| Annual return | -4.90% | -1.38%-3.5pp | 850.88%-855.8pp | -9.96%+5.1pp |
| Employer contribution / active EE | $2,177 | $2,430-10.4% | $3,631-40.0% | $2,111+3.1% |
| Participant deferral / active EE | $5,556 | $2,935+89.3% | $4,082+36.1% | $3,350+65.9% |
| Admin fee / account holder | $330 | $656-49.7% | $5,478-94.0% | $521-36.7% |