See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,871 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $26,752 |
ZENO POCKL LILLY AND COPELAND AC6+ years Service code 10 980 NATIONAL ROAD · WHEELING, WV 26003 | Accounting | $6,300 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $648 |
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.
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 | $80,382 | $136,307-41.0% | $177,821-54.8% | $73,488+9.4% |
| Participation rate | 96.7% | 86.1%+10.6pp | 87.7%+9.0pp | 70.7%+26.0pp |
| Annual return | 9.76% | 18.68%-8.9pp | 48.32%-38.6pp | 28.51%-18.8pp |
| Employer contribution / active EE | $4,248 | $3,712+14.4% | $5,918-28.2% | $2,270+87.1% |
| Participant deferral / active EE | $3,227 | $5,829-44.6% | $7,714-58.2% | $3,740-13.7% |
| Admin fee / account holder | $211 | $596-64.6% | $12,427-98.3% | $513-58.9% |