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 | $52,839 |
Service code 26 · EIN 59-0675658 3399 PONCE DELEON BLVD · CORAL GABLES, FL 33134 | Advisory (Participants) | $44,842 |
WRIGHT INVESTORS SERVICE1 year Filed as: WRIGHT INVESTORS' SERVICE, INC. Service code 27 · EIN 06-1444342 2 CORPORATE DR · SHELTON, CT 06484 | Advisory (Plan) | $44,842 |
Filed as: BENEFIT PLAN ADMIN SERVICES INC. Service code 15 · EIN 16-1503696 36 RHOADS DRIVE · UTICA, NY 10019 | Recordkeeping | $13,970 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,047 | $46,292+232.8% | $143,757+7.2% | $64,808+137.7% |
| Participation rate | 95.2% | 64.2%+31.0pp | 80.3%+14.9pp | 71.5%+23.7pp |
| Annual return | -4.69% | -10.05%+5.4pp | -0.04%-4.6pp | 32.82%-37.5pp |
| Employer contribution / active EE | $6,671 | $1,910+249.3% | $4,951+34.7% | $2,506+166.2% |
| Participant deferral / active EE | $7,942 | $2,646+200.2% | $5,637+40.9% | $4,310+84.3% |
| Admin fee / account holder | $216 | $154+40.4% | $14,673-98.5% | $188+15.0% |