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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.
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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 |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INTERNATIONAL INVESTMENT ADVISO Service code 27 300 N LASALLE ST 17TH FL · CHICAGO, IL 60654 | Advisory (Plan) | $22,105 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,437 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,938 |
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).
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 | $71,947 | $89,652-19.7% | $141,162-49.0% | $65,185+10.4% |
| Participation rate | 68.1% | 74.7%-6.6pp | 82.5%-14.4pp | 70.2%-2.1pp |
| Annual return | 24.80% | 32.79%-8.0pp | 71.39%-46.6pp | 29.38%-4.6pp |
| Employer contribution / active EE | $3,109 | $3,065+1.5% | $4,735-34.3% | $2,177+42.8% |
| Participant deferral / active EE | $7,201 | $5,691+26.5% | $6,709+7.3% | $3,514+104.9% |
| Admin fee / account holder | $224 | $569-60.5% | $10,261-97.8% | $847-73.5% |