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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS5+ years Service code 27 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $10,747 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,438 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,045 | $52,953+2.1% | $172,739-68.7% | $65,185-17.1% |
| Participation rate | 68.3% | 66.2%+2.1pp | 82.6%-14.3pp | 70.2%-1.9pp |
| Annual return | 19.69% | 30.12%-10.4pp | 802.84%-783.2pp | 29.38%-9.7pp |
| Employer contribution / active EE | $1,330 | $2,190-39.3% | $5,143-74.1% | $2,177-38.9% |
| Participant deferral / active EE | $3,547 | $2,471+43.6% | $5,198-31.8% | $3,514+1.0% |
| Admin fee / account holder | $114 | $472-75.9% | $13,954-99.2% | $847-86.6% |