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 · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,651 |
KDV WEALTH MANAGEMENT, LLC6+ years Service code 27 3800 AMERICAN BOULEVARD · BLOOMINGTON, MN 55431 | Advisory (Plan) | $27,622 |
Service code 13 | Contract Administrator | $3,946 |
Filed as: TAX SHELTERED COMPENSATION INC. Service code 13 7300 METRO BLVD · EDINA, MN 55439 | Contract Administrator | $2,950 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,645 | $79,519-61.5% | $95,952-68.1% | $73,409-58.3% |
| Participation rate | 92.4% | 81.2%+11.2pp | 77.1%+15.3pp | 72.2%+20.2pp |
| Annual return | 12.31% | 19.20%-6.9pp | 91.61%-79.3pp | 59.29%-47.0pp |
| Employer contribution / active EE | $790 | $2,048-61.4% | $2,541-68.9% | $2,234-64.6% |
| Participant deferral / active EE | $3,027 | $4,138-26.9% | $4,167-27.4% | $3,805-20.5% |
| Admin fee / account holder | $201 | $184+8.9% | $6,795-97.0% | $158+27.1% |