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 | $229,031 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,223 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $23,200 |
COHNREZNICK LLP6+ years Service code 10 1212 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Accounting | $14,100 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 99 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Other Fees | $2,800 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,908 | $43,466-28.9% | $90,951-66.0% | $90,288-65.8% |
| Participation rate | 94.8% | 62.5%+32.3pp | 69.0%+25.8pp | 73.4%+21.4pp |
| Annual return | 19.25% | 25.26%-6.0pp | 134.60%-115.4pp | 53.97%-34.7pp |
| Employer contribution / active EE | $302 | $840-64.0% | $2,122-85.8% | $2,524-88.0% |
| Participant deferral / active EE | $3,122 | $2,138+46.1% | $3,373-7.4% | $4,232-26.2% |
| Admin fee / account holder | $99 | $92+7.3% | $5,959-98.3% | $114-13.6% |