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 | $21,143 |
EVERHART ADVISORS2 years Filed as: EVERHART FINANCIAL GROUP INC EVERHA Service code 27 535 METRO PL S STE 100 · DUBLIN, OH 43017 | Advisory (Plan) | $18,719 |
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 | $40,063 | $69,362-42.2% | $101,248-60.4% | $73,488-45.5% |
| Participation rate | 95.2% | 68.4%+26.8pp | 75.8%+19.4pp | 70.7%+24.5pp |
| Annual return | 20.27% | 18.46%+1.8pp | 46.47%-26.2pp | 28.51%-8.2pp |
| Employer contribution / active EE | $1,122 | $2,628-57.3% | $3,660-69.3% | $2,270-50.6% |
| Participant deferral / active EE | $6,138 | $3,300+86.0% | $4,370+40.5% | $3,740+64.1% |
| Admin fee / account holder | $255 | $704-63.7% | $5,945-95.7% | $513-50.2% |