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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.
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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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,880 |
WRIGHT FORD YOUNG & CO1 year Service code 10 | Accounting | $9,000 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $7,647 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,701 | $83,477-64.4% | $125,175-76.3% | $72,985-59.3% |
| Participation rate | 64.4% | 73.3%-8.9pp | 79.8%-15.4pp | 69.5%-5.1pp |
| Annual return | 24.53% | 25.78%-1.2pp | 43.79%-19.3pp | 81.00%-56.5pp |
| Employer contribution / active EE | $1,282 | $2,345-45.3% | $3,865-66.8% | $2,440-47.5% |
| Participant deferral / active EE | $2,782 | $3,585-22.4% | $4,937-43.7% | $3,607-22.9% |
| Admin fee / account holder | $464 | $5,517-91.6% | $9,702-95.2% | $5,124-90.9% |