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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,404 |
Filed as: SIGNATOR INVESTORS INC Service code 55 197 CLARENDON ST · BOSTON, MA 02116 | Other Commissions | $17,569 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,601 | $74,089-6.1% | $133,980-48.1% | $55,167+26.2% |
| Participation rate | 92.9% | 84.3%+8.6pp | 87.1%+5.9pp | 69.0%+23.9pp |
| Annual return | 6.76% | 12.11%-5.3pp | 29.30%-22.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $1,921 | $3,064-37.3% | $5,211-63.1% | $1,963-2.1% |
| Participant deferral / active EE | $5,179 | $4,678+10.7% | $6,282-17.6% | $3,054+69.6% |
| Admin fee / account holder | $304 | $458-33.7% | $9,324-96.7% | $504-39.7% |