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 | $102,947 |
Filed as: BARNES, DENNIG AND CO. LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $14,000 |
Filed as: PCA INVESTMENT ADVISORY SERVICES IN Service code 27 2133 LURAY AVE · CINCINNATI, OH 45206 | Advisory (Plan) | $8,500 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,382 |
Participant contribution per participant 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 | $12,402 | $105,190-88.2% | $98,907-87.5% | $90,288-86.3% |
| Participation rate | 96.0% | 86.4%+9.6pp | 76.0%+19.9pp | 73.4%+22.6pp |
| Annual return | 15.84% | 18.52%-2.7pp | 196.43%-180.6pp | 53.97%-38.1pp |
| Employer contribution / active EE | $1,358 | $3,831-64.6% | $2,689-49.5% | $2,524-46.2% |
| Participant deferral / active EE | $2,709 | $5,616-51.8% | $4,244-36.2% | $4,232-36.0% |
| Admin fee / account holder | $57 | $97-41.3% | $6,642-99.1% | $114-49.9% |