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 | $18,188 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $6,484 |
NATIONAL ADMINISTRATION, INC.6+ years Service code 13 878 W AIRPORT RD · MENASHA, WI 54952 | Contract Administrator | $5,745 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $974 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,577 | $72,277-59.1% | $101,248-70.8% | $79,858-63.0% |
| Participation rate | 93.9% | 68.5%+25.4pp | 75.8%+18.1pp | 69.6%+24.3pp |
| Annual return | 13.55% | 22.30%-8.7pp | 46.47%-32.9pp | 31.71%-18.2pp |
| Employer contribution / active EE | $294 | $2,692-89.1% | $3,660-92.0% | $2,471-88.1% |
| Participant deferral / active EE | $2,193 | $3,282-33.2% | $4,370-49.8% | $3,740-41.4% |
| Admin fee / account holder | $237 | $4,400-94.6% | $5,945-96.0% | $5,306-95.5% |