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 | $17,050 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: CASE PEARLMAN RETIREMENT PLAN ADVIS Service code 27 7780 CAMBRIDGE MANOR PLACE · FORT MYERS, FL 33907 | Advisory (Plan) | $14,432 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,756 |
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 | $39,343 | $39,245+0.2% | $64,105-38.6% | $52,331-24.8% |
| Participation rate | 73.3% | 58.2%+15.1pp | 68.2%+5.1pp | 68.1%+5.2pp |
| Annual return | -0.77% | 14.79%-15.6pp | 791.24%-792.0pp | 4.54%-5.3pp |
| Employer contribution / active EE | $548 | $736-25.5% | $1,820-69.9% | $1,882-70.9% |
| Participant deferral / active EE | $2,705 | $1,992+35.8% | $2,822-4.1% | $3,022-10.5% |
| Admin fee / account holder | $219 | $592-63.1% | $4,499-95.1% | $592-63.1% |