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 8-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 | $7,057 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Other Fees | $122 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $137,662 | $66,601+106.7% | $92,893+48.2% | $67,579+103.7% |
| Participation rate | 0.6% | 72.5%-71.9pp | 76.0%-75.4pp | 71.3%-70.6pp |
| Annual return | 45.29% | 92.58%-47.3pp | 109.41%-64.1pp | 378.56%-333.3pp |
| Employer contribution / active EE | $659 | $2,775-76.3% | $3,653-82.0% | $2,148-69.3% |
| Participant deferral / active EE | $1,912 | $3,157-39.4% | $4,236-54.9% | $3,539-46.0% |
| Admin fee / account holder | $719 | $199+261.4% | $5,794-87.6% | $142+405.2% |