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 | $106,596 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $42,721 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $16,675 |
QUALIFIED PLANS, LLC3 years Filed as: QUALIFIED PLANS LLC Service code 13 2702 WHATLEY AVE · SAVANNAH, GA 31404 | Contract Administrator | $12,863 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,823 | $100,801-58.5% | $149,696-72.1% | $73,409-43.0% |
| Participation rate | 52.1% | 77.7%-25.6pp | 82.5%-30.4pp | 72.2%-20.1pp |
| Annual return | 17.81% | 265.34%-247.5pp | 276.60%-258.8pp | 59.29%-41.5pp |
| Employer contribution / active EE | $142 | $3,312-95.7% | $4,644-96.9% | $2,234-93.7% |
| Participant deferral / active EE | $2,752 | $6,404-57.0% | $6,842-59.8% | $3,805-27.7% |
| Admin fee / account holder | $284 | $181+57.1% | $9,309-96.9% | $158+79.9% |