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 | $39,885 |
Filed as: SIGNATOR INVESTORS INC Service code 55 197 CLARENDON ST · BOSTON, MA 02116 | Other Commissions | $19,557 |
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 | $79,973 | $89,739-10.9% | $149,718-46.6% | $62,292+28.4% |
| Participation rate | 90.1% | 85.1%+5.0pp | 87.1%+3.0pp | 69.5%+20.6pp |
| Annual return | 16.52% | 21.01%-4.5pp | 1501.63%-1485.1pp | 28.90%-12.4pp |
| Employer contribution / active EE | $2,103 | $3,233-34.9% | $5,445-61.4% | $2,042+3.0% |
| Participant deferral / active EE | $4,909 | $4,797+2.3% | $6,569-25.3% | $3,169+54.9% |
| Admin fee / account holder | $347 | $551-37.1% | $11,283-96.9% | $479-27.6% |