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 9-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 |
|---|---|---|
TOWNSQUARE CAPITAL LLC4 years Filed as: TOWNSQUARE CAPITAL INC Service code 27 5314 RIVER RUN DR STE 300 · PROVO, UT 84604 | Advisory (Plan) | $36,612 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,530 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,968 |
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 | $38,631 | $41,647-7.2% | $96,139-59.8% | $86,799-55.5% |
| Participation rate | 93.5% | 50.2%+43.3pp | 68.4%+25.1pp | 72.3%+21.3pp |
| Annual return | 21.15% | 27.24%-6.1pp | 191.94%-170.8pp | 97.91%-76.8pp |
| Employer contribution / active EE | $7,127 | $1,318+440.9% | $2,797+154.8% | $2,405+196.3% |
| Participant deferral / active EE | $2,173 | $2,412-9.9% | $4,349-50.0% | $4,131-47.4% |
| Admin fee / account holder | $181 | $169+6.8% | $5,537-96.7% | $170+6.7% |