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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,525 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $9,104 |
TG BENEFITS, INC.4 years Filed as: TG BENEFITS, INC Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $4,892 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $656 |
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 | $40,519 | $54,573-25.8% | $90,951-55.5% | $73,488-44.9% |
| Participation rate | 86.1% | 61.2%+24.9pp | 69.0%+17.1pp | 70.7%+15.4pp |
| Annual return | 15.29% | 16.69%-1.4pp | 134.60%-119.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $452 | $991-54.4% | $2,122-78.7% | $2,270-80.1% |
| Participant deferral / active EE | $2,423 | $2,517-3.8% | $3,373-28.2% | $3,740-35.2% |
| Admin fee / account holder | $290 | $521-44.4% | $5,959-95.1% | $513-43.5% |