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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.
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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 |
|---|---|---|
SOUTHERN PENSION SERVICES4 years Service code 13 · EIN 59-3461974 | Contract Administrator | $4,615 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,281 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,105 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,935 | $52,293-69.5% | $178,490-91.1% | $73,409-78.3% |
| Participation rate | 25.8% | 65.3%-39.6pp | 81.9%-56.2pp | 72.2%-46.4pp |
| Annual return | 16.41% | 34.75%-18.3pp | 151.07%-134.7pp | 59.29%-42.9pp |
| Employer contribution / active EE | $143 | $1,735-91.7% | $5,011-97.1% | $2,234-93.6% |
| Participant deferral / active EE | $1,029 | $2,332-55.9% | $5,202-80.2% | $3,805-73.0% |
| Admin fee / account holder | $77 | $127-39.7% | $13,984-99.5% | $158-51.4% |