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 9-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 |
|---|---|---|
CONSULTIVA INTERNATIONAL4+ years Filed as: CONSULTIVA INTERNACIONAL INC Service code 27 250 AVE LUIS MUNOZ RIVERA STE 430 · SAN JUAN, PR 00918 | Advisory (Plan) | $103,428 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,064 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $354 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $85,771 | $69,231+23.9% | $91,989-6.8% | $67,579+26.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 78.6%+21.4pp | 71.3%+28.7pp |
| Annual return | 18.66% | 32.03%-13.4pp | 69.02%-50.4pp | 378.56%-359.9pp |
| Employer contribution / active EE | $2,346 | $2,284+2.7% | $3,452-32.0% | $2,148+9.2% |
| Participant deferral / active EE | $5,082 | $5,854-13.2% | $5,923-14.2% | $3,539+43.6% |
| Admin fee / account holder | $165 | $107+54.1% | $7,743-97.9% | $142+16.3% |