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 | $32,930 |
UBS FINANCIAL SERVICES INC3+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37283 | Advisory (Plan) | $19,083 |
Filed as: BENEFIT PLANS Service code 13 16924 FRANCES STREET SUITE 100 · OMAHA, NE 68130 | Contract Administrator | $14,353 |
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 | $71,315 | $57,354+24.3% | $83,848-14.9% | $64,186+11.1% |
| Participation rate | 83.6% | 68.6%+15.0pp | 76.1%+7.4pp | 69.6%+14.0pp |
| Annual return | -3.06% | 11.38%-14.4pp | 850.88%-853.9pp | 7.63%-10.7pp |
| Employer contribution / active EE | $2,028 | $2,545-20.3% | $3,631-44.1% | $2,381-14.8% |
| Participant deferral / active EE | $8,447 | $2,993+182.2% | $4,082+106.9% | $3,470+143.5% |
| Admin fee / account holder | $216 | $4,046-94.7% | $5,478-96.1% | $4,888-95.6% |