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 9-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 13 · EIN 42-0127290 | Contract Administrator | $7,213 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,267 |
Filed as: PHILLIPS & COMPANY ADVISORS LLC Service code 27 521 SW 11TH AVE STE 200 · PORTLAND, OR 97205 | Advisory (Plan) | $2,244 |
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 | $18,149 | $56,972-68.1% | $182,532-90.1% | $65,185-72.2% |
| Participation rate | 44.4% | 66.5%-22.2pp | 78.0%-33.6pp | 70.2%-25.8pp |
| Annual return | 136.13% | 27.67%+108.5pp | 148.54%-12.4pp | 29.38%+106.7pp |
| Employer contribution / active EE | $1,623 | $1,615+0.6% | $4,076-60.2% | $2,177-25.4% |
| Participant deferral / active EE | $2,415 | $3,526-31.5% | $5,524-56.3% | $3,514-31.3% |
| Admin fee / account holder | $150 | $528-71.6% | $8,592-98.3% | $847-82.3% |