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 8-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 | $15,392 |
Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 27 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $15,380 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,866 | $70,908-52.2% | $98,907-65.8% | $73,488-53.9% |
| Participation rate | 94.5% | 73.8%+20.7pp | 76.0%+18.5pp | 70.7%+23.8pp |
| Annual return | 13873.88% | 34.17%+13839.7pp | 196.43%+13677.4pp | 28.51%+13845.4pp |
| Employer contribution / active EE | $1,339 | $2,036-34.2% | $2,689-50.2% | $2,270-41.0% |
| Participant deferral / active EE | $3,184 | $3,500-9.0% | $4,244-25.0% | $3,740-14.9% |
| Admin fee / account holder | $151 | $535-71.8% | $6,642-97.7% | $513-70.6% |