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 | $34,154 |
Filed as: IFP ADVISORS INC DBA INDEPEND.FINAN Service code 27 3030 N ROCKY POINT DR W · TAMPA, FL 33607 | Advisory (Plan) | $13,030 |
Filed as: SAN DIEGO PENSION CONSULTANTS, INC. Service code 13 | Contract Administrator | $5,212 |
Filed as: SAN DIEGO PENSION CONSULTANTS,INC. Service code 13 5628 COPLEY DR. · SAN DIEGO, CA 92111 | Contract Administrator | $1,185 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,759 | $64,909-12.6% | $82,313-31.0% | $62,292-8.9% |
| Participation rate | 47.7% | 74.9%-27.2pp | 76.9%-29.2pp | 69.5%-21.8pp |
| Annual return | 18.33% | 21.18%-2.8pp | 25.88%-7.5pp | 28.90%-10.6pp |
| Employer contribution / active EE | $2,440 | $1,676+45.6% | $2,428+0.5% | $2,042+19.5% |
| Participant deferral / active EE | $3,195 | $3,103+3.0% | $3,706-13.8% | $3,169+0.8% |
| Admin fee / account holder | $326 | $440-25.9% | $5,608-94.2% | $479-32.1% |