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 | $44,525 |
Filed as: SIGNATOR INVESTORS INC Service code 55 197 CLARENDON ST · BOSTON, MA 02116 | Other Commissions | $20,964 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $80,579 | $79,523+1.3% | $140,016-42.5% | $56,287+43.2% |
| Participation rate | 87.4% | 85.7%+1.7pp | 87.5%-0.1pp | 69.9%+17.5pp |
| Annual return | -5.03% | 2.39%-7.4pp | 651.12%-656.1pp | -9.96%+4.9pp |
| Employer contribution / active EE | $2,055 | $3,350-38.7% | $5,606-63.3% | $2,111-2.6% |
| Participant deferral / active EE | $4,636 | $5,129-9.6% | $6,927-33.1% | $3,350+38.4% |
| Admin fee / account holder | $405 | $614-34.1% | $10,705-96.2% | $521-22.3% |