See peer percentile detail. $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.
See the 10-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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,971 |
Service code 27 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $2,438 |
Service code 27 707 SKOKIE BLVD STE 400 · NORTHBROOK, IL 60062 | Advisory (Plan) | $1,895 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $674 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,276 | $38,365-65.4% | $84,611-84.3% | $65,185-79.6% |
| Participation rate | 65.9% | 55.7%+10.2pp | 68.2%-2.4pp | 70.2%-4.3pp |
| Annual return | 24.88% | 32.00%-7.1pp | 258.74%-233.9pp | 29.38%-4.5pp |
| Employer contribution / active EE | $875 | $1,258-30.5% | $2,652-67.0% | $2,177-59.8% |
| Participant deferral / active EE | $2,067 | $2,278-9.3% | $3,899-47.0% | $3,514-41.2% |
| Admin fee / account holder | $106 | $451-76.6% | $4,912-97.9% | $847-87.5% |