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 | $40,106 |
Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $9,644 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,424 | $50,956-14.8% | $96,562-55.0% | $86,799-50.0% |
| Participation rate | 31.4% | 65.2%-33.8pp | 69.8%-38.4pp | 72.3%-40.9pp |
| Annual return | 12.43% | 21.27%-8.8pp | 37.78%-25.4pp | 97.91%-85.5pp |
| Employer contribution / active EE | $291 | $1,111-73.8% | $2,356-87.7% | $2,405-87.9% |
| Participant deferral / active EE | $2,562 | $2,954-13.3% | $3,849-33.4% | $4,131-38.0% |
| Admin fee / account holder | $116 | $166-30.2% | $6,181-98.1% | $170-31.6% |