See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,839 |
HEFREN-TILLOTSON, INC.3 years Filed as: HEFREN-TILLOTSON INC Service code 27 308 7TH AVE · PITTSBURGH, PA 15222 | Advisory (Plan) | $12,052 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,481 | $89,355-65.9% | $141,162-78.4% | $72,985-58.2% |
| Participation rate | 73.6% | 75.1%-1.5pp | 82.5%-8.8pp | 69.5%+4.1pp |
| Annual return | 17.32% | 111.85%-94.5pp | 71.39%-54.1pp | 81.00%-63.7pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,213 | $5,418-59.1% | $6,709-67.0% | $3,607-38.6% |
| Admin fee / account holder | $278 | $5,958-95.3% | $10,261-97.3% | $5,124-94.6% |