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 | $51,109 |
LPL FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $33,738 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,589 |
Service code 33 · EIN 94-1737782 | Securities brokerage | $609 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,916 | $66,310-53.4% | $93,606-67.0% | $65,185-52.6% |
| Participation rate | 86.7% | 74.0%+12.7pp | 75.8%+10.9pp | 70.2%+16.5pp |
| Annual return | 5.95% | 42.58%-36.6pp | 32.76%-26.8pp | 29.38%-23.4pp |
| Employer contribution / active EE | $3,506 | $2,012+74.2% | $2,718+29.0% | $2,177+61.1% |
| Participant deferral / active EE | $6,498 | $3,342+94.5% | $4,069+59.7% | $3,514+84.9% |
| Admin fee / account holder | $322 | $6,897-95.3% | $7,888-95.9% | $847-62.0% |