See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,343 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $13,188 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $78 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,780 | $64,286-70.8% | $90,951-79.4% | $73,409-74.4% |
| Participation rate | 88.6% | 63.6%+25.0pp | 69.0%+19.6pp | 72.2%+16.4pp |
| Annual return | 19.65% | 21.45%-1.8pp | 134.60%-115.0pp | 59.29%-39.6pp |
| Employer contribution / active EE | $944 | $895+5.5% | $2,122-55.5% | $2,234-57.7% |
| Participant deferral / active EE | $1,746 | $2,453-28.8% | $3,373-48.2% | $3,805-54.1% |
| Admin fee / account holder | $130 | $287-54.9% | $5,959-97.8% | $158-18.0% |