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 | $38,820 |
LOWE BROCKENBROUGH & COMPANY INC2 years Service code 27 1802 BAYBERRY CT STE 400 · RICHMOND, VA 23226 | Advisory (Plan) | $7,203 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $281 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,368 | $88,122-46.2% | $141,162-66.4% | $67,579-29.9% |
| Participation rate | 89.9% | 76.5%+13.5pp | 82.5%+7.4pp | 71.3%+18.6pp |
| Annual return | 17.83% | 75.40%-57.6pp | 71.39%-53.6pp | 378.56%-360.7pp |
| Employer contribution / active EE | $1,039 | $3,224-67.8% | $4,735-78.1% | $2,148-51.6% |
| Participant deferral / active EE | $3,336 | $5,958-44.0% | $6,709-50.3% | $3,539-5.7% |
| Admin fee / account holder | $103 | $131-21.1% | $10,261-99.0% | $142-27.4% |