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 | $43,353 |
CETERA ADVISOR NETWORKS LLC6+ years Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $12,150 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,463 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,641 | $78,419-9.9% | $133,956-47.3% | $73,409-3.8% |
| Participation rate | 72.8% | 78.6%-5.8pp | 79.8%-7.1pp | 72.2%+0.6pp |
| Annual return | 13.42% | 33.35%-19.9pp | 45.09%-31.7pp | 59.29%-45.9pp |
| Employer contribution / active EE | $894 | $2,044-56.2% | $3,919-77.2% | $2,234-60.0% |
| Participant deferral / active EE | $2,260 | $3,925-42.4% | $5,048-55.2% | $3,805-40.6% |
| Admin fee / account holder | $244 | $161+51.0% | $8,927-97.3% | $158+54.3% |