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 | $10,059 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 27 320 W 57TH ST · NEW YORK, NY 10019 | Advisory (Plan) | $5,147 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $588 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,449 | $67,703-86.0% | $127,761-92.6% | $65,185-85.5% |
| Participation rate | 90.9% | 74.5%+16.4pp | 79.0%+11.9pp | 70.2%+20.7pp |
| Annual return | 33.88% | 24.36%+9.5pp | 26.14%+7.7pp | 29.38%+4.5pp |
| Employer contribution / active EE | $1,328 | $3,724-64.3% | $4,574-71.0% | $2,177-39.0% |
| Participant deferral / active EE | $5,680 | $4,787+18.7% | $6,021-5.7% | $3,514+61.7% |
| Admin fee / account holder | $50 | $618-92.0% | $9,395-99.5% | $847-94.1% |