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 | $34,067 |
LANG, LANG & CO., CPA'S2+ years Filed as: LANG ADVISORS, LLC Service code 27 121 N. FIR STREET, SUITE G · VENTURA, CA 92121 | Advisory (Plan) | $19,444 |
LANG, LANG & CO., CPA'S2+ years Filed as: LANG, LANG & CO. CPA'S Service code 13 | Contract Administrator | $2,160 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $373 |
LANG, LANG & CO., CPA'S2+ years Service code 13 191 E. MAIN ST., SUITE 2A · TUSTIN, CA 92780 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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).
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 | $31,599 | $37,213-15.1% | $156,549-79.8% | $63,975-50.6% |
| Participation rate | 4.0% | 65.0%-61.0pp | 84.0%-80.0pp | 71.1%-67.1pp |
| Annual return | 4.06% | 47.89%-43.8pp | 32.23%-28.2pp | 48.65%-44.6pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $181 | $2,070-91.3% | $4,871-96.3% | $3,356-94.6% |
| Admin fee / account holder | $216 | $56+284.3% | $13,027-98.3% | $70+207.3% |