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 | $42,835 |
AMERICAN FUNDS6+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 ONE PARKVIEW PLZ STE 620 · OAKBROOK TERRACE, IL 60181 | Advisory (Plan) | $12,500 |
MILLER COOPER & CO LTD3 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,106 | $81,474-17.6% | $133,956-49.9% | $73,488-8.7% |
| Participation rate | 97.2% | 76.4%+20.9pp | 79.8%+17.4pp | 70.7%+26.6pp |
| Annual return | 13.33% | 19.40%-6.1pp | 45.09%-31.8pp | 28.51%-15.2pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,807 | $3,786+0.6% | $5,048-24.6% | $3,740+1.8% |
| Admin fee / account holder | $245 | $713-65.7% | $8,927-97.3% | $513-52.3% |