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 | $113,008 |
STIFEL NICOLAUS & CO INC3 years Service code 27 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $52,706 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $127,927 | $66,310+92.9% | $93,606+36.7% | $65,185+96.3% |
| Participation rate | 93.8% | 74.0%+19.8pp | 75.8%+18.0pp | 70.2%+23.6pp |
| Annual return | 4.85% | 42.58%-37.7pp | 32.76%-27.9pp | 29.38%-24.5pp |
| Employer contribution / active EE | $4,345 | $2,012+116.0% | $2,718+59.9% | $2,177+99.6% |
| Participant deferral / active EE | $6,240 | $3,342+86.7% | $4,069+53.4% | $3,514+77.6% |
| Admin fee / account holder | $671 | $6,897-90.3% | $7,888-91.5% | $847-20.8% |