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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,502 |
Filed as: PHILLIPS & COMPANY ADVISORS LLC Service code 27 521 SW 11TH AVE STE 200 · PORTLAND, OR 97205 | Advisory (Plan) | $6,474 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,995 | $62,132-59.8% | $185,823-86.5% | $73,488-66.0% |
| Participation rate | 39.2% | 67.8%-28.7pp | 78.0%-38.9pp | 70.7%-31.5pp |
| Annual return | 32.57% | 20.44%+12.1pp | 35.95%-3.4pp | 28.51%+4.1pp |
| Employer contribution / active EE | $1,815 | $1,681+8.0% | $4,087-55.6% | $2,270-20.0% |
| Participant deferral / active EE | $2,897 | $3,711-21.9% | $5,632-48.6% | $3,740-22.5% |
| Admin fee / account holder | $202 | $419-51.8% | $9,500-97.9% | $513-60.7% |