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 ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,385 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL, LLC Service code 27 P.O. BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $45,902 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,277 |
Service code 27 LAW OFFICES OF DAVID P. WALKER P.C. · MEMPHIS, TN 38119 | Advisory (Plan) | $9,015 |
PINPOINT FINANCIAL, LLC6+ years Service code 13 3238 PLAYERS CLUB CIRCLE · MEMPHIS, TN 38125 | Contract Administrator | $4,225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,488 | $85,135-33.6% | $98,907-42.9% | $73,409-23.1% |
| Participation rate | 74.4% | 81.1%-6.7pp | 76.0%-1.6pp | 72.2%+2.3pp |
| Annual return | 15.09% | 19.14%-4.0pp | 196.43%-181.3pp | 59.29%-44.2pp |
| Employer contribution / active EE | $0 | $2,721-100.0% | $2,689-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,442 | $4,349-20.9% | $4,244-18.9% | $3,805-9.6% |
| Admin fee / account holder | $206 | $139+47.7% | $6,642-96.9% | $158+30.3% |