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 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,855 |
Service code 27 1 NEW YORK PLAZA 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $33,035 |
RSM US LLP3+ years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $12,915 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 13 | Contract Administrator | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $91,547 | $71,192+28.6% | $117,854-22.3% | $62,292+47.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 18.01% | 18.66%-0.6pp | 335.08%-317.1pp | 28.90%-10.9pp |
| Employer contribution / active EE | $3,965 | $1,934+105.0% | $3,786+4.7% | $2,042+94.1% |
| Participant deferral / active EE | $4,788 | $3,189+50.2% | $4,482+6.8% | $3,169+51.1% |
| Admin fee / account holder | $324 | $587-44.8% | $8,020-96.0% | $479-32.4% |