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 |
|---|---|---|
LPL FINANCIAL3 years Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $25,882 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,261 |
METRO BENEFITS, INC.5 years Service code 13 8150 PERRY HIGHWAY SUITE 311 · PITTSBURGH, PA 15237 | Contract Administrator | $11,918 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $902 |
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 | $23,691 | $56,485-58.1% | $185,823-87.3% | $86,799-72.7% |
| Participation rate | 92.4% | 65.5%+26.9pp | 81.7%+10.7pp | 72.3%+20.1pp |
| Annual return | 33.77% | 118.04%-84.3pp | 122.05%-88.3pp | 97.91%-64.1pp |
| Employer contribution / active EE | $467 | $1,843-74.6% | $5,167-91.0% | $2,405-80.6% |
| Participant deferral / active EE | $1,615 | $2,553-36.7% | $5,568-71.0% | $4,131-60.9% |
| Admin fee / account holder | $166 | $150+11.1% | $16,237-99.0% | $170-2.0% |