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 | $14,520 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 27 PO BOX 22052 · NEW YORK, NY 100872052 | Advisory (Plan) | $7,184 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $768 |
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 | $11,841 | $88,042-86.6% | $138,135-91.4% | $79,858-85.2% |
| Participation rate | 94.8% | 71.4%+23.4pp | 78.7%+16.1pp | 69.6%+25.2pp |
| Annual return | 12.26% | 20.58%-8.3pp | 20.51%-8.3pp | 31.71%-19.5pp |
| Employer contribution / active EE | $4,386 | $3,103+41.3% | $5,587-21.5% | $2,471+77.5% |
| Participant deferral / active EE | $5,718 | $4,704+21.5% | $6,431-11.1% | $3,740+52.9% |
| Admin fee / account holder | $83 | $7,791-98.9% | $11,856-99.3% | $5,306-98.4% |