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 |
|---|---|---|
SECURITIES AMERICA INC5 years Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 68103 | Advisory (Plan) | $51,623 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,337 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,066 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,732 | $121,341-65.6% | $189,513-78.0% | $79,386-47.4% |
| Participation rate | 90.4% | 86.1%+4.3pp | 87.8%+2.6pp | 70.7%+19.7pp |
| Annual return | 13.76% | 21.08%-7.3pp | 555.15%-541.4pp | 116.85%-103.1pp |
| Employer contribution / active EE | $1,360 | $3,915-65.2% | $6,162-77.9% | $2,427-44.0% |
| Participant deferral / active EE | $3,150 | $6,395-50.7% | $8,221-61.7% | $4,046-22.1% |
| Admin fee / account holder | $398 | $651-39.0% | $12,045-96.7% | $626-36.5% |