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 9-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 | $16,251 |
ASCENSUS LLC3 years Filed as: RETIREMENT STRATEGIES GROUP, LLC Service code 13 800 W. COMMERCE RD STE 105 · NEW ORLEANS, LA 70123 | Contract Administrator | $6,721 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 | Other Commissions | $5,571 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $308 |
Filed as: NORTHWESTERN MUTUAL INVESMENT SVCS Service code 55 720 E. WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,149 | $35,986-69.0% | $77,482-85.6% | $73,488-84.8% |
| Participation rate | 51.5% | 40.8%+10.7pp | 54.2%-2.7pp | 70.7%-19.2pp |
| Annual return | 13.00% | 19.26%-6.3pp | 54.79%-41.8pp | 28.51%-15.5pp |
| Employer contribution / active EE | $559 | $557+0.3% | $986-43.3% | $2,270-75.4% |
| Participant deferral / active EE | $1,196 | $1,198-0.1% | $1,861-35.7% | $3,740-68.0% |
| Admin fee / account holder | $201 | $466-56.9% | $2,858-93.0% | $513-60.9% |