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 | $20,097 |
LPL FINANCIAL4+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $8,325 |
Filed as: KATHMERE CAPITAL MANAGEMENT LLC Service code 27 1000 CONTINENTAL DR STE 430 · KING OF PRUSSIA, PA 19406 | Advisory (Plan) | $1,831 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,158 | $86,332-66.2% | $125,175-76.7% | $65,185-55.3% |
| Participation rate | 91.1% | 75.3%+15.8pp | 79.8%+11.3pp | 70.2%+20.9pp |
| Annual return | 20.42% | 27.43%-7.0pp | 43.79%-23.4pp | 29.38%-9.0pp |
| Employer contribution / active EE | $1,024 | $2,040-49.8% | $3,865-73.5% | $2,177-53.0% |
| Participant deferral / active EE | $4,098 | $3,537+15.9% | $4,937-17.0% | $3,514+16.6% |
| Admin fee / account holder | $134 | $609-78.0% | $9,702-98.6% | $847-84.2% |