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 8-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 | $246,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $167,293 |
Filed as: ACM LLP Service code 10 303 EAST 17TH AVE STE 600 · DENVER, CO 80203 | Accounting | $25,699 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE INC. Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $25 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,005 | $78,226-50.1% | $92,893-58.0% | $82,204-52.6% |
| Participation rate | 74.6% | 82.7%-8.1pp | 76.0%-1.4pp | 73.4%+1.2pp |
| Annual return | 23.84% | 19.33%+4.5pp | 109.41%-85.6pp | 26.31%-2.5pp |
| Employer contribution / active EE | $1,819 | $3,911-53.5% | $3,653-50.2% | $2,707-32.8% |
| Participant deferral / active EE | $2,854 | $3,648-21.8% | $4,236-32.6% | $4,246-32.8% |
| Admin fee / account holder | $68 | $119-43.2% | $5,794-98.8% | $76-10.5% |