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 | $13,371 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $10,773 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $148 |
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 | $28,681 | $56,972-49.7% | $182,532-84.3% | $65,185-56.0% |
| Participation rate | 75.2% | 66.5%+8.7pp | 78.0%-2.7pp | 70.2%+5.0pp |
| Annual return | 25.26% | 27.67%-2.4pp | 148.54%-123.3pp | 29.38%-4.1pp |
| Employer contribution / active EE | $1,010 | $1,615-37.5% | $4,076-75.2% | $2,177-53.6% |
| Participant deferral / active EE | $3,029 | $3,526-14.1% | $5,524-45.2% | $3,514-13.8% |
| Admin fee / account holder | $152 | $528-71.2% | $8,592-98.2% | $847-82.1% |