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 | $58,723 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $39,033 |
SAN DIEGO PENSION CONSULTANTS6+ years Service code 13 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $9,207 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $39,462 | $62,132-36.5% | $185,823-78.8% | $73,488-46.3% |
| Participation rate | 94.5% | 67.8%+26.7pp | 78.0%+16.5pp | 70.7%+23.8pp |
| Annual return | 15.53% | 20.44%-4.9pp | 35.95%-20.4pp | 28.51%-13.0pp |
| Employer contribution / active EE | $2,997 | $1,681+78.3% | $4,087-26.7% | $2,270+32.0% |
| Participant deferral / active EE | $8,023 | $3,711+116.2% | $5,632+42.5% | $3,740+114.6% |
| Admin fee / account holder | $421 | $419+0.6% | $9,500-95.6% | $513-17.9% |