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 | $15,353 |
IPS RIA, LLC2+ years Service code 27 10000 NORTH CENTRAL EXPWY STE 1100 · DALLAS, TX 75210 | Advisory (Plan) | $10,000 |
Service code 10 12221 MERIT DR STE 1800 · DALLAS, TX 75251 | Accounting | $9,805 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,269 | $36,916-12.6% | $156,549-79.4% | $57,658-44.0% |
| Participation rate | 22.6% | 63.4%-40.8pp | 84.0%-61.4pp | 70.2%-47.6pp |
| Annual return | 6.59% | 12.38%-5.8pp | 32.23%-25.6pp | 5.13%+1.5pp |
| Employer contribution / active EE | $381 | $1,571-75.8% | $5,501-93.1% | $1,974-80.7% |
| Participant deferral / active EE | $1,317 | $1,926-31.6% | $4,871-73.0% | $3,061-57.0% |
| Admin fee / account holder | $199 | $82+140.8% | $13,027-98.5% | $95+110.1% |