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 10-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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $70,919 |
SITZMANN LAVIS WHITE, LLC1+ years Service code 27 3697 MT. DIABLO BLVD., SUITE 175 · LAFAYETTE, CA 94549 | Advisory (Plan) | $44,289 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,389 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $111,894 | $54,320+106.0% | $67,652+65.4% | $52,331+113.8% |
| Participation rate | 87.2% | 73.6%+13.6pp | 75.7%+11.5pp | 68.1%+19.1pp |
| Annual return | -0.25% | 6.81%-7.1pp | 6625.04%-6625.3pp | 4.54%-4.8pp |
| Employer contribution / active EE | $3,603 | $1,544+133.4% | $2,266+59.1% | $1,882+91.5% |
| Participant deferral / active EE | $7,711 | $2,950+161.4% | $3,560+116.6% | $3,022+155.1% |
| Admin fee / account holder | $710 | $527+34.9% | $4,821-85.3% | $592+20.0% |