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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $37,946 |
AMERICAN FUNDS3+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 16 ONE PARKVIEW PLZ STE 620 · OAKBROOK TERRACE, IL 60181 | Consulting | $12,500 |
MILLER COOPER & CO LTD3+ years Filed as: MILLER COOPER & CO, LTD. Service code 10 1751 LAKE COOK RD STE 400 · DEERFIELD, IL 60015 | Accounting | $9,300 |
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 | $57,055 | $71,192-19.9% | $117,854-51.6% | $62,292-8.4% |
| Participation rate | 99.2% | 74.2%+25.0pp | 79.7%+19.5pp | 69.5%+29.7pp |
| Annual return | 17.33% | 18.66%-1.3pp | 335.08%-317.7pp | 28.90%-11.6pp |
| Employer contribution / active EE | $200 | $1,934-89.6% | $3,786-94.7% | $2,042-90.2% |
| Participant deferral / active EE | $3,543 | $3,189+11.1% | $4,482-20.9% | $3,169+11.8% |
| Admin fee / account holder | $22 | $587-96.2% | $8,020-99.7% | $479-95.4% |