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 | $34,057 |
Filed as: THE HOWARD E NYHART CO INC Service code 13 8415 ALLISON POINTE BLVD · INDIANAPOLIS, IN 46250 | Contract Administrator | $3,899 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $2,250 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,461 | $66,813-43.9% | $100,516-62.7% | $73,488-49.0% |
| Participation rate | 62.5% | 77.5%-15.0pp | 79.4%-16.9pp | 70.7%-8.2pp |
| Annual return | 19.14% | 25.70%-6.6pp | 30.89%-11.7pp | 28.51%-9.4pp |
| Employer contribution / active EE | $1,173 | $2,147-45.4% | $3,418-65.7% | $2,270-48.3% |
| Participant deferral / active EE | $4,843 | $5,883-17.7% | $6,270-22.8% | $3,740+29.5% |
| Admin fee / account holder | $286 | $512-44.2% | $8,081-96.5% | $513-44.3% |