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 | $18,954 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $6,770 |
LPL FINANCIAL2+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $3,703 |
GOLDLEAF PARTNERS2+ years Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $540 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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).
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 | $8,986 | $57,103-84.3% | $87,507-89.7% | $57,658-84.4% |
| Participation rate | 83.3% | 64.3%+18.9pp | 73.8%+9.4pp | 70.2%+13.0pp |
| Annual return | 7.08% | 12.71%-5.6pp | 12.21%-5.1pp | 5.13%+1.9pp |
| Employer contribution / active EE | $317 | $1,107-71.4% | $2,550-87.6% | $1,974-84.0% |
| Participant deferral / active EE | $1,568 | $2,250-30.3% | $3,149-50.2% | $3,061-48.8% |
| Admin fee / account holder | $78 | $281-72.2% | $4,221-98.2% | $95-17.4% |