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 |
|---|---|---|
DENALI WEALTH MANAGEMENT6+ years Service code 27 CARL VALIMONT · MEQUON, WI 53092 | Advisory (Plan) | $70,728 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $70,138 |
BLUE CHIP RETIREMENT PLANS, INC.7+ years Service code 13 | Contract Administrator | $10,000 |
BLUE CHIP RETIREMENT PLANS, INC.7+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 13 6737 WEST WASHINGTON, # 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $6,675 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,664 | $104,317-22.7% | $159,436-49.4% | $86,799-7.1% |
| Participation rate | 78.4% | 77.7%+0.7pp | 82.8%-4.5pp | 72.3%+6.1pp |
| Annual return | 15.25% | 26.32%-11.1pp | 263.57%-248.3pp | 97.91%-82.7pp |
| Employer contribution / active EE | $3,343 | $3,451-3.1% | $4,829-30.8% | $2,405+39.0% |
| Participant deferral / active EE | $8,614 | $6,837+26.0% | $7,352+17.2% | $4,131+108.5% |
| Admin fee / account holder | $305 | $172+77.0% | $10,799-97.2% | $170+79.8% |