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 | $67,930 |
Filed as: ATLANTA CONSULTING GROUP ADVISORS L Service code 27 309 E PACES FERRY RD STE 600 · ATLANTA, GA 30305 | Advisory (Plan) | $13,615 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,468 |
Filed as: RETIREMENT STRATEGIES INC Service code 13 229 FURYS FERRY RD STE 131 · AUGUSTA, GA 30907 | Contract Administrator | $200 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $44,399 | $62,267-28.7% | $110,238-59.7% | $55,725-20.3% |
| Participation rate | 93.4% | 78.1%+15.2pp | 79.8%+13.6pp | 70.9%+22.5pp |
| Annual return | -3.96% | -1.07%-2.9pp | 314.74%-318.7pp | 244.93%-248.9pp |
| Employer contribution / active EE | $2,030 | $1,941+4.6% | $3,826-46.9% | $2,078-2.3% |
| Participant deferral / active EE | $3,577 | $3,516+1.7% | $4,672-23.4% | $3,356+6.6% |
| Admin fee / account holder | $138 | $121+14.1% | $8,547-98.4% | $115+19.8% |