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 |
|---|---|---|
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $15,229 |
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,209 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $7,800 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAT ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $48 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,813 | $75,284-76.3% | $91,001-80.4% | $69,631-74.4% |
| Participation rate | 87.8% | 80.4%+7.4pp | 75.6%+12.2pp | 70.7%+17.1pp |
| Annual return | 16.33% | 48.40%-32.1pp | 4.60%+11.7pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $400 | $2,473-83.8% | $2,456-83.7% | $2,032-80.3% |
| Participant deferral / active EE | $1,975 | $3,700-46.6% | $3,547-44.3% | $3,224-38.7% |
| Admin fee / account holder | $96 | $111-13.4% | $5,417-98.2% | $110-13.3% |