Filed March 24, 2021
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 | $42,067 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $19,973 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $4,061 |
BFBA, LLP1 year Service code 10 83 SCRIPPS DR STE 210 · SACRAMENTO, CA 95825 | Accounting | $4,008 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,044 |
EDGEWOOD MANAGEMENT LLC1 year Filed as: EDGEWOOD PARTNERS INSURANCE CENTER Service code 99 225 NE MIZNER BLVD STE 675 · BOCA RATON, FL 33432 | Other Fees | $374 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,531 | $78,275-50.8% | $109,143-64.7% | $86,799-55.6% |
| Participation rate | 48.7% | 73.8%-25.2pp | 75.9%-27.2pp | 72.3%-23.6pp |
| Annual return | 16.24% | 19.14%-2.9pp | 25.75%-9.5pp | 97.91%-81.7pp |
| Employer contribution / active EE | $1,600 | $3,105-48.5% | $3,722-57.0% | $2,405-33.5% |
| Participant deferral / active EE | $2,951 | $3,641-18.9% | $4,653-36.6% | $4,131-28.6% |
| Admin fee / account holder | $217 | $198+9.3% | $6,752-96.8% | $170+27.9% |