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 | $64,738 |
DENALI WEALTH MANAGEMENT2+ years Service code 55 CARL VALIMONT · MILWAUKEE, WI 53212 | Other Commissions | $30,751 |
BLUE CHIP RETIREMENT PLANS, INC.3+ years Service code 13 | Contract Administrator | $10,000 |
BLUE CHIP RETIREMENT PLANS, INC.3+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 13 6737 WEST WASHINGTON, # 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $4,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,538 | $155,795-65.0% | $136,294-60.0% | $69,631-21.7% |
| Participation rate | 68.5% | 75.2%-6.7pp | 81.9%-13.4pp | 70.7%-2.1pp |
| Annual return | 23.69% | 232464.33%-232440.6pp | 5155.94%-5132.2pp | 27571.02%-27547.3pp |
| Employer contribution / active EE | $2,407 | $2,991-19.5% | $4,695-48.7% | $2,032+18.4% |
| Participant deferral / active EE | $6,387 | $5,394+18.4% | $6,247+2.2% | $3,224+98.1% |
| Admin fee / account holder | $209 | $128+62.6% | $9,243-97.7% | $110+88.9% |