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 | $651 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $550 |
Filed as: MML DISTRIBUTORS, LLC Service code 53 · EIN 04-3356880 | Insurance Commissions | $0 |
RELIANCE TRUST COMPANY7+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,952 | $65,061+9.1% | $143,757-50.6% | $66,914+6.0% |
| Participation rate | 33.9% | 65.2%-31.3pp | 80.3%-46.4pp | 69.8%-35.9pp |
| Annual return | -11.27% | -11.14%-0.1pp | -0.04%-11.2pp | 1.58%-12.8pp |
| Employer contribution / active EE | $603 | $2,361-74.5% | $4,951-87.8% | $2,544-76.3% |
| Participant deferral / active EE | $940 | $2,919-67.8% | $5,637-83.3% | $4,237-77.8% |
| Admin fee / account holder | $41 | $502-91.8% | $14,673-99.7% | $593-93.1% |