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 | $21,196 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $6,320 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $4,081 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,097 | $70,908-47.7% | $98,907-62.5% | $73,488-49.5% |
| Participation rate | 86.0% | 73.8%+12.2pp | 76.0%+9.9pp | 70.7%+15.3pp |
| Annual return | 14.44% | 34.17%-19.7pp | 196.43%-182.0pp | 28.51%-14.1pp |
| Employer contribution / active EE | $287 | $2,036-85.9% | $2,689-89.3% | $2,270-87.3% |
| Participant deferral / active EE | $1,717 | $3,500-50.9% | $4,244-59.5% | $3,740-54.1% |
| Admin fee / account holder | $224 | $535-58.1% | $6,642-96.6% | $513-56.3% |