See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,563 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $17,007 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $730 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,571 | $63,764-66.2% | $81,930-73.7% | $79,858-73.0% |
| Participation rate | 97.5% | 67.5%+30.0pp | 72.0%+25.5pp | 69.6%+27.8pp |
| Annual return | 12.04% | 22.66%-10.6pp | 29.49%-17.4pp | 31.71%-19.7pp |
| Employer contribution / active EE | $888 | $1,795-50.5% | $4,310-79.4% | $2,471-64.1% |
| Participant deferral / active EE | $890 | $2,780-68.0% | $7,107-87.5% | $3,740-76.2% |
| Admin fee / account holder | $149 | $4,426-96.6% | $5,158-97.1% | $5,306-97.2% |