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 | $17,380 |
VALMARK ADVISERS INC3 years Service code 27 130 SPRINGSIDE DRIVE STE 300 · AKRON, OH 44333 | Advisory (Plan) | $15,354 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $681 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,215 | $52,953-48.6% | $172,739-84.2% | $65,185-58.2% |
| Participation rate | 90.5% | 66.2%+24.3pp | 82.6%+7.9pp | 70.2%+20.3pp |
| Annual return | 19.34% | 30.12%-10.8pp | 802.84%-783.5pp | 29.38%-10.0pp |
| Employer contribution / active EE | $1,033 | $2,190-52.8% | $5,143-79.9% | $2,177-52.5% |
| Participant deferral / active EE | $1,492 | $2,471-39.6% | $5,198-71.3% | $3,514-57.5% |
| Admin fee / account holder | $139 | $472-70.6% | $13,954-99.0% | $847-83.6% |