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.
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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 | $9,192 |
INDEPENDENT FINANCIAL GROUP LLC2+ years Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $7,018 |
LUIS CANDELARIO ROSARIO1+ years Filed as: LUIS F RODRIGUEZ SANABRIA Service code 10 255 PONCE DE LEON STE 1204 · HATO REY, PR 00917 | Accounting | $5,200 |
EMPLOYEE FIDUCIARY, LLC1+ years Filed as: A & A EMPLOYEE BENEFITS Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $1,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,444 | $80,177-87.0% | $123,892-91.6% | $57,658-81.9% |
| Participation rate | 47.7% | 74.4%-26.7pp | 81.4%-33.7pp | 70.2%-22.5pp |
| Annual return | 9.09% | 17.90%-8.8pp | 47.52%-38.4pp | 5.13%+4.0pp |
| Employer contribution / active EE | $204 | $2,913-93.0% | $4,617-95.6% | $1,974-89.7% |
| Participant deferral / active EE | $1,020 | $5,130-80.1% | $5,984-82.9% | $3,061-66.7% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |