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 | $41,165 |
AMERICAN FUNDS5+ 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 LTD2 years Service code 10 1751 LAKE COOK RD STE 400 · DEERFIELD, IL 60015 | Accounting | $10,250 |
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 | $62,266 | $86,332-27.9% | $125,175-50.3% | $65,185-4.5% |
| Participation rate | 98.7% | 75.3%+23.4pp | 79.8%+18.9pp | 70.2%+28.5pp |
| Annual return | 19.94% | 27.43%-7.5pp | 43.79%-23.8pp | 29.38%-9.4pp |
| Employer contribution / active EE | $194 | $2,040-90.5% | $3,865-95.0% | $2,177-91.1% |
| Participant deferral / active EE | $3,806 | $3,537+7.6% | $4,937-22.9% | $3,514+8.3% |
| Admin fee / account holder | $222 | $609-63.5% | $9,702-97.7% | $847-73.8% |