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 6-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 | $7,474 |
Filed as: NORTH SHORE BANK Service code 27 131 W SUPERIOR ST · DULUTH, MN 55802 | Advisory (Plan) | $3,208 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,992 | $77,660-40.8% | $109,143-57.9% | $79,386-42.1% |
| Participation rate | 34.2% | 67.8%-33.6pp | 75.9%-41.6pp | 70.7%-36.5pp |
| Annual return | 28.65% | 23.44%+5.2pp | 25.75%+2.9pp | 116.85%-88.2pp |
| Employer contribution / active EE | $1,902 | $2,797-32.0% | $3,722-48.9% | $2,427-21.6% |
| Participant deferral / active EE | $2,116 | $3,518-39.9% | $4,653-54.5% | $4,046-47.7% |
| Admin fee / account holder | $227 | $732-69.0% | $6,752-96.6% | $626-63.7% |