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 | $18,660 |
NATIONAL ADMINISTRATION, INC.5+ years Service code 13 878 W AIRPORT RD · MENASHA, WI 54952 | Contract Administrator | $7,478 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $6,421 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $964 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,519 | $65,365-61.0% | $92,893-72.5% | $72,985-65.0% |
| Participation rate | 93.5% | 68.3%+25.2pp | 76.0%+17.5pp | 69.5%+24.0pp |
| Annual return | 19.25% | 42.10%-22.8pp | 109.41%-90.2pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,522 | $2,594-41.3% | $3,653-58.3% | $2,440-37.6% |
| Participant deferral / active EE | $1,504 | $3,128-51.9% | $4,236-64.5% | $3,607-58.3% |
| Admin fee / account holder | $245 | $4,251-94.2% | $5,794-95.8% | $5,124-95.2% |