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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $81,566 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $45,000 |
QDRO CONSULTANTS COMPANY, LLC2+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $111,575 | $59,535+87.4% | $90,160+23.8% | $62,292+79.1% |
| Participation rate | 96.4% | 73.0%+23.4pp | 76.9%+19.6pp | 69.5%+26.9pp |
| Annual return | 19.25% | 23.53%-4.3pp | 34.88%-15.6pp | 28.90%-9.7pp |
| Employer contribution / active EE | $2,990 | $1,826+63.8% | $3,318-9.9% | $2,042+46.4% |
| Participant deferral / active EE | $10,030 | $4,639+116.2% | $5,288+89.7% | $3,169+216.5% |
| Admin fee / account holder | $402 | $337+19.5% | $5,943-93.2% | $479-16.0% |