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 | $31,357 |
CUTTER & COMPANY, INC1+ years Filed as: CUTTER AND COMPANY BROKERAGE INC DB Service code 27 15415 CLAYTON RD · BALLWIN, MO 63011 | Advisory (Plan) | $18,996 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,729 |
HAMMERMAN, GRAF, HUGHES & CO.1+ years Service code 10 4486 INDIAN RIPPLE RD · DAYTON, OH 45440 | Accounting | $5,850 |
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 | $26,629 | $88,324-69.9% | $115,037-76.9% | $55,191-51.8% |
| Participation rate | 97.5% | 72.5%+25.0pp | 81.4%+16.1pp | 69.2%+28.3pp |
| Annual return | 7.90% | 6.30%+1.6pp | 26.14%-18.2pp | 10.78%-2.9pp |
| Employer contribution / active EE | $2,634 | $2,805-6.1% | $4,608-42.8% | $1,899+38.7% |
| Participant deferral / active EE | $5,679 | $5,042+12.6% | $6,026-5.8% | $3,046+86.4% |
| Admin fee / account holder | $205 | $105+95.0% | $8,175-97.5% | $91+126.3% |