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 | $17,802 |
KATHMERE CAPITAL MANAGEMENT2 years Filed as: KATHMERE CAPITAL MANAGEMENT LLC Service code 27 1000 CONTINENTAL DR STE 430 · KING OF PRUSSIA, PA 19406 | Advisory (Plan) | $10,669 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,976 | $81,474-66.9% | $133,956-79.9% | $73,488-63.3% |
| Participation rate | 85.9% | 76.4%+9.6pp | 79.8%+6.1pp | 70.7%+15.3pp |
| Annual return | 9.62% | 19.40%-9.8pp | 45.09%-35.5pp | 28.51%-18.9pp |
| Employer contribution / active EE | $561 | $2,209-74.6% | $3,919-85.7% | $2,270-75.3% |
| Participant deferral / active EE | $2,430 | $3,786-35.8% | $5,048-51.9% | $3,740-35.0% |
| Admin fee / account holder | $132 | $713-81.4% | $8,927-98.5% | $513-74.2% |