See peer percentile detail. $4.99 for your first month.
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See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TOWNSQUARE CAPITAL LLC3 years Filed as: TOWNSQUARE CAPITAL INC Service code 27 5314 RIVER RUN DR STE 300 · PROVO, UT 84604 | Advisory (Plan) | $32,026 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,714 |
COOPER SAVAS LLC3 years Filed as: COOPER NORMAN CPA'S & BUISNESS ADVI Service code 10 444 HOSPITAL WAY · POCATELLO, ID 83201 | Accounting | $9,584 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,437 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,904 | $43,133-2.8% | $89,391-53.1% | $73,488-43.0% |
| Participation rate | 93.3% | 55.0%+38.4pp | 68.0%+25.4pp | 70.7%+22.7pp |
| Annual return | 14.26% | 135.66%-121.4pp | 245.62%-231.4pp | 28.51%-14.3pp |
| Employer contribution / active EE | $6,762 | $1,438+370.3% | $2,586+161.5% | $2,270+197.9% |
| Participant deferral / active EE | $2,779 | $2,445+13.7% | $3,890-28.5% | $3,740-25.7% |
| Admin fee / account holder | $249 | $444-43.9% | $4,881-94.9% | $513-51.5% |