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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $389,242 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $44,980 |
QDRO CONSULTANTS COMPANY, LLC8+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $1,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,114 | $52,346-4.3% | $143,757-65.1% | $78,044-35.8% |
| Participation rate | 64.3% | 72.7%-8.4pp | 80.3%-16.0pp | 74.4%-10.1pp |
| Annual return | -15.91% | -14.19%-1.7pp | -0.04%-15.9pp | 10.87%-26.8pp |
| Employer contribution / active EE | $1,926 | $2,131-9.6% | $4,951-61.1% | $3,125-38.4% |
| Participant deferral / active EE | $4,662 | $3,800+22.7% | $5,637-17.3% | $5,084-8.3% |
| Admin fee / account holder | $75 | $63+17.6% | $14,673-99.5% | $79-5.5% |