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 |
|---|---|---|
Filed as: COLTON GROOME FINANCIAL ADVISORS, L Service code 27 · EIN 36-4540515 1127B HENDERSONVILLE RD · ASHEVILLE, NC 28803 | Advisory (Plan) | $13,180 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,885 |
ASCENSUS LLC1 year Filed as: DWC ERISA CONSULTANTS, LLC Service code 13 · EIN 26-2091417 PO BOX 241267 · ST. PAUL, MN 55124 | Contract Administrator | $1,870 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,958 | $61,156-80.4% | $185,823-93.6% | $79,386-84.9% |
| Participation rate | 89.4% | 66.6%+22.8pp | 81.7%+7.7pp | 70.7%+18.7pp |
| Annual return | 14.53% | 19.45%-4.9pp | 122.05%-107.5pp | 116.85%-102.3pp |
| Employer contribution / active EE | $718 | $2,321-69.1% | $5,167-86.1% | $2,427-70.4% |
| Participant deferral / active EE | $1,489 | $2,789-46.6% | $5,568-73.3% | $4,046-63.2% |
| Admin fee / account holder | $97 | $710-86.3% | $16,237-99.4% | $626-84.5% |