Filed August 15, 2017
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 10-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 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $40,333 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $34,290 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $116,603 | $136,307-14.5% | $177,821-34.4% | $73,488+58.7% |
| Participation rate | 96.2% | 86.1%+10.1pp | 87.7%+8.5pp | 70.7%+25.5pp |
| Annual return | 16.20% | 18.68%-2.5pp | 48.32%-32.1pp | 28.51%-12.3pp |
| Employer contribution / active EE | $2,936 | $3,712-20.9% | $5,918-50.4% | $2,270+29.3% |
| Participant deferral / active EE | $5,422 | $5,829-7.0% | $7,714-29.7% | $3,740+45.0% |
| Admin fee / account holder | $305 | $596-48.9% | $12,427-97.5% | $513-40.6% |