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 | $14,960 |
Filed as: RESOURCES INV ADV DBA BUKATY CO Service code 27 11101 SWITZER RD STE 200 · OVERLAND, KS 66210 | Advisory (Plan) | $9,939 |
Filed as: BENEFIT PLANS PLUS Service code 13 11701 BORMAN DRIVE · ST. LOUIS, MO 63146 | Contract Administrator | $6,545 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,460 | $61,156-48.6% | $185,823-83.1% | $79,386-60.4% |
| Participation rate | 72.9% | 66.6%+6.3pp | 81.7%-8.8pp | 70.7%+2.2pp |
| Annual return | 10.40% | 19.45%-9.1pp | 122.05%-111.7pp | 116.85%-106.5pp |
| Employer contribution / active EE | $716 | $2,321-69.2% | $5,167-86.2% | $2,427-70.5% |
| Participant deferral / active EE | $1,632 | $2,789-41.5% | $5,568-70.7% | $4,046-59.7% |
| Admin fee / account holder | $155 | $710-78.2% | $16,237-99.0% | $626-75.3% |