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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,764 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $22,357 |
Filed as: EMPOWER RETIREMENT ADVISORY SRVCS Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,844 |
SCHOLZ & FRIENDS ENLIGHTENED RETIRE4+ years Filed as: SCHOLZ & FRIENDS Service code 13 | Contract Administrator | $4,881 |
Filed as: SIGMA PLANNING CORPORATION Service code 27 300 PARKLAND PLAZA · ANN ARBOR, MI 48103 | Advisory (Plan) | $2,049 |
SCHOLZ & FRIENDS ENLIGHTENED RETIRE1 year Filed as: SCHOLZ & FRIENDS ENLIGHTEDED Service code 13 RETIREMENT GROUP, INC. · SAN ANTONIO, TX 78209 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,501 | $47,977+17.8% | $154,107-63.3% | $56,287+0.4% |
| Participation rate | 97.7% | 66.2%+31.5pp | 83.0%+14.6pp | 69.9%+27.8pp |
| Annual return | -7.69% | 3.54%-11.2pp | 735.12%-742.8pp | -9.96%+2.3pp |
| Employer contribution / active EE | $3,683 | $2,169+69.8% | $5,298-30.5% | $2,111+74.5% |
| Participant deferral / active EE | $4,043 | $2,392+69.0% | $5,081-20.4% | $3,350+20.7% |
| Admin fee / account holder | $317 | $438-27.7% | $13,411-97.6% | $521-39.2% |