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 |
|---|---|---|
LAKE STREET FINANCIAL LLC2 years Service code 27 444 W LAKE ST STE 1700 · CHICAGO, IL 60606 | Advisory (Plan) | $17,130 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,550 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,622 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,073 | $63,114-72.9% | $92,893-81.6% | $65,185-73.8% |
| Participation rate | 92.8% | 68.8%+24.0pp | 76.0%+16.8pp | 70.2%+22.6pp |
| Annual return | 30.27% | 28.75%+1.5pp | 109.41%-79.1pp | 29.38%+0.9pp |
| Employer contribution / active EE | $2,439 | $2,571-5.1% | $3,653-33.2% | $2,177+12.1% |
| Participant deferral / active EE | $3,714 | $3,108+19.5% | $4,236-12.3% | $3,514+5.7% |
| Admin fee / account holder | $84 | $624-86.6% | $5,794-98.6% | $847-90.1% |