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 |
|---|---|---|
SUMMIT FINANCIAL CORPORATION6+ years Filed as: SUMMIT FINANCIAL WEALTH ADVISORS, L Service code 27 PO BOX 53007 · LAFAYETTE, LA 70505 | Advisory (Plan) | $31,968 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $88,272 | $78,422+12.6% | $95,952-8.0% | $79,858+10.5% |
| Participation rate | 67.4% | 73.5%-6.1pp | 77.1%-9.7pp | 69.6%-2.2pp |
| Annual return | 11.29% | 19.37%-8.1pp | 91.61%-80.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,129 | $3,440-38.1% | $4,167-48.9% | $3,740-43.1% |
| Admin fee / account holder | $217 | $5,622-96.1% | $6,795-96.8% | $5,306-95.9% |