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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,384 |
KAMINSKY AND ASSOCIATES1+ years Service code 27 2340 DETROIT AVENUE 3RD FLOOR · MAUMEE, OH 43537 | Advisory (Plan) | $14,164 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $764 |
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 | $35,393 | $75,828-53.3% | $67,652-47.7% | - |
| Participation rate | 87.9% | 68.4%+19.5pp | 75.7%+12.2pp | - |
| Annual return | 0.38% | -0.25%+0.6pp | 6625.04%-6624.7pp | - |
| Employer contribution / active EE | $1,814 | $1,407+28.9% | $2,266-19.9% | - |
| Participant deferral / active EE | $2,888 | $2,505+15.3% | $3,560-18.9% | - |
| Admin fee / account holder | $249 | $8,125-96.9% | $4,821-94.8% | - |