See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Service code 27 · EIN 48-0759751 120 SE 6TH TOWNSITE PLZA · TOPEKA, KS 66603 | Advisory (Plan) | $13,052 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,062 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 · EIN 13-3180178 207 WEST 25TH STREET · NEW YORK, NY 10001 | Contract Administrator | $975 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARDROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,042 | $84,936-45.8% | $111,297-58.6% | $79,386-42.0% |
| Participation rate | 84.2% | 75.9%+8.3pp | 77.3%+6.9pp | 70.7%+13.5pp |
| Annual return | 16.14% | 17.45%-1.3pp | 54.65%-38.5pp | 116.85%-100.7pp |
| Employer contribution / active EE | $1,113 | $1,979-43.8% | $2,731-59.2% | $2,427-54.2% |
| Participant deferral / active EE | $2,904 | $3,888-25.3% | $4,487-35.3% | $4,046-28.2% |
| Admin fee / account holder | $126 | $537-76.6% | $7,964-98.4% | $626-79.9% |