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 9-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 | $29,065 |
LPL FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $20,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,485 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $53,431 | $79,519-32.8% | $95,952-44.3% | $73,409-27.2% |
| Participation rate | 84.6% | 81.2%+3.4pp | 77.1%+7.5pp | 72.2%+12.4pp |
| Annual return | 15.74% | 19.20%-3.5pp | 91.61%-75.9pp | 59.29%-43.6pp |
| Employer contribution / active EE | $1,226 | $2,048-40.1% | $2,541-51.7% | $2,234-45.1% |
| Participant deferral / active EE | $3,063 | $4,138-26.0% | $4,167-26.5% | $3,805-19.5% |
| Admin fee / account holder | $215 | $184+16.5% | $6,795-96.8% | $158+36.0% |