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 | $17,550 |
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP INC EVERHA Service code 27 535 METRO PL S STE 100 · DUBLIN, OH 43017 | Advisory (Plan) | $15,756 |
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 | $30,454 | $63,114-51.7% | $92,893-67.2% | $65,185-53.3% |
| Participation rate | 95.7% | 68.8%+27.0pp | 76.0%+19.7pp | 70.2%+25.5pp |
| Annual return | 19.25% | 28.75%-9.5pp | 109.41%-90.2pp | 29.38%-10.1pp |
| Employer contribution / active EE | $842 | $2,571-67.3% | $3,653-77.0% | $2,177-61.3% |
| Participant deferral / active EE | $4,744 | $3,108+52.6% | $4,236+12.0% | $3,514+35.0% |
| Admin fee / account holder | $215 | $624-65.5% | $5,794-96.3% | $847-74.6% |