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 RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,153 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $12,818 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Other Fees | $2,739 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,691 |
STRINGER RESOURCE GROUP3 years Service code 13 709 W POINSETT ST · GREER, SC 29650 | Contract Administrator | $1,170 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,742 | $76,670-65.1% | $96,683-72.3% | $71,457-62.6% |
| Participation rate | 92.6% | 66.6%+26.1pp | 74.3%+18.3pp | 67.9%+24.7pp |
| Annual return | 13.51% | 48.29%-34.8pp | 35.69%-22.2pp | 28.85%-15.3pp |
| Employer contribution / active EE | $2,225 | $3,031-26.6% | $3,737-40.5% | $2,588-14.0% |
| Participant deferral / active EE | $3,232 | $3,771-14.3% | $4,878-33.7% | $4,289-24.6% |
| Admin fee / account holder | $159 | $2,028-92.2% | $6,730-97.6% | $1,587-90.0% |