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 8-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 |
|---|---|---|
Filed as: WEALTH STRATEGIES GROUP Service code 28 6455 SOUTH YOSEMITE STREET · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,405 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,072 | $52,953-75.3% | $172,739-92.4% | $65,185-79.9% |
| Participation rate | 98.0% | 66.2%+31.8pp | 82.6%+15.4pp | 70.2%+27.8pp |
| Annual return | 20.91% | 30.12%-9.2pp | 802.84%-781.9pp | 29.38%-8.5pp |
| Employer contribution / active EE | $3,665 | $2,190+67.4% | $5,143-28.7% | $2,177+68.4% |
| Participant deferral / active EE | $2,548 | $2,471+3.1% | $5,198-51.0% | $3,514-27.5% |
| Admin fee / account holder | $72 | $472-84.6% | $13,954-99.5% | $847-91.4% |