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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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,164 |
SUMMIT FINANCIAL CORPORATION4+ years Filed as: SUMMIT FINANCIAL WEALTH ADVISORS, L Service code 27 PO BOX 53007 · LAFAYETTE, LA 70505 | Advisory (Plan) | $42,255 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $101,400 | $62,586+62.0% | $76,768+32.1% | $64,186+58.0% |
| Participation rate | 98.4% | 72.8%+25.6pp | 77.0%+21.5pp | 69.6%+28.9pp |
| Annual return | -3.76% | -1.95%-1.8pp | 2.43%-6.2pp | 7.63%-11.4pp |
| Employer contribution / active EE | -$50 | $1,832-102.7% | $2,485-102.0% | $2,381-102.1% |
| Participant deferral / active EE | $3,519 | $3,145+11.9% | $3,852-8.6% | $3,470+1.4% |
| Admin fee / account holder | $735 | $4,667-84.2% | $6,675-89.0% | $4,888-85.0% |