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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $326,133 |
AFS ADVISORS, LLC3+ years Service code 27 1325 SATELLITE BLVD BUILDING 1300 · SUWANEE, GA 30024 | Advisory (Plan) | $55,000 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $88,472 | $96,458-8.3% | $136,294-35.1% | $77,958+13.5% |
| Participation rate | 90.6% | 75.4%+15.2pp | 81.9%+8.7pp | 71.6%+18.9pp |
| Annual return | 10.72% | 23.78%-13.1pp | 5155.94%-5145.2pp | 20.87%-10.1pp |
| Employer contribution / active EE | $2,553 | $3,144-18.8% | $4,695-45.6% | $2,310+10.5% |
| Participant deferral / active EE | $6,862 | $5,902+16.3% | $6,247+9.8% | $3,537+94.0% |
| Admin fee / account holder | $141 | $80+74.9% | $9,243-98.5% | $97+44.5% |