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 | $94,753 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 8089 · BOSTON, MA 02266 | Other Commissions | $58,002 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,964 |
ACUFF & ASSOCIATES, INC.2+ years Filed as: ACUFF & ASSOCIATES Service code 13 210 WESTWOOD PLACE · BRENTWOOD, TN 37027 | Contract Administrator | $11,871 |
BLACK & PINCKARD LLC2+ years Filed as: BLACK & PINCKARD Service code 10 PO BOX 26384 · HOOVER, AL 35260 | Accounting | $11,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,796 | $37,213-44.1% | $156,549-86.7% | $63,975-67.5% |
| Participation rate | 55.7% | 65.0%-9.3pp | 84.0%-28.3pp | 71.1%-15.4pp |
| Annual return | 15.13% | 47.89%-32.8pp | 32.23%-17.1pp | 48.65%-33.5pp |
| Employer contribution / active EE | $701 | $1,357-48.4% | $5,501-87.3% | $2,182-67.9% |
| Participant deferral / active EE | $2,222 | $2,070+7.3% | $4,871-54.4% | $3,356-33.8% |
| Admin fee / account holder | $133 | $56+136.0% | $13,027-99.0% | $70+88.7% |