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 | $56,710 |
CVAGS, LLC5+ years Service code 27 1438 W PEACHTREE RD STE 215 · ATLANTA, GA 30309 | Advisory (Plan) | $52,000 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE ADVISORY LLC Service code 99 200 GLENRIDGE PT PKWY STE 400 · ATLANTA, GA 30342 | Other Fees | $1,545 |
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 | $57,649 | $88,515-34.9% | $162,163-64.5% | $67,579-14.7% |
| Participation rate | 76.1% | 86.8%-10.7pp | 87.6%-11.4pp | 71.3%+4.9pp |
| Annual return | 28.22% | 27.04%+1.2pp | 115.59%-87.4pp | 378.56%-350.3pp |
| Employer contribution / active EE | $2,651 | $3,563-25.6% | $5,614-52.8% | $2,148+23.4% |
| Participant deferral / active EE | $5,697 | $5,724-0.5% | $7,298-21.9% | $3,539+61.0% |
| Admin fee / account holder | $144 | $124+16.0% | $10,843-98.7% | $142+0.9% |