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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,838 |
LORIA FINANCIAL GROUP, LLC4+ years Filed as: LORIA FINANCIAL GROUP LLC Service code 55 7500 S COUNTY LINE ROAD · BURR RIDGE, IL 60527 | Other Commissions | $23,645 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $879 |
RETIREMENT SOLUTION GROUP4+ years Filed as: RETIREMENT SOLUTION GROUP, LLC Service code 99 328 S JEFFERSON STE 420 · CHICAGO, IL 60661 | Other Fees | $569 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,070 | $66,302-29.0% | $110,238-57.3% | $56,287-16.4% |
| Participation rate | 69.7% | 74.9%-5.2pp | 79.8%-10.1pp | 69.9%-0.2pp |
| Annual return | -5.98% | -1.18%-4.8pp | 314.74%-320.7pp | -9.96%+4.0pp |
| Employer contribution / active EE | $993 | $2,047-51.5% | $3,826-74.0% | $2,111-53.0% |
| Participant deferral / active EE | $3,325 | $3,381-1.7% | $4,672-28.8% | $3,350-0.7% |
| Admin fee / account holder | $347 | $698-50.3% | $8,547-95.9% | $521-33.4% |