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 10-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 | $22,510 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $16,439 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $591 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,780 | $65,322-39.1% | $70,449-43.5% | $73,488-45.9% |
| Participation rate | 71.1% | 77.0%-5.9pp | 75.1%-4.0pp | 70.7%+0.4pp |
| Annual return | 17.67% | 15.71%+2.0pp | 109.03%-91.4pp | 28.51%-10.8pp |
| Employer contribution / active EE | $1,018 | $2,460-58.6% | $2,737-62.8% | $2,270-55.2% |
| Participant deferral / active EE | $1,991 | $3,375-41.0% | $3,709-46.3% | $3,740-46.8% |
| Admin fee / account holder | $176 | $214-17.6% | $3,845-95.4% | $513-65.6% |