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 |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 27 PO BOX 22052 · NEW YORK, NY 100872052 | Advisory (Plan) | $75,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,188 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,209 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $275,267 | $99,957+175.4% | $149,696+83.9% | $73,488+274.6% |
| Participation rate | 82.5% | 75.7%+6.8pp | 82.5%+0.1pp | 70.7%+11.9pp |
| Annual return | 15.53% | 53.87%-38.3pp | 276.60%-261.1pp | 28.51%-13.0pp |
| Employer contribution / active EE | $5,332 | $3,191+67.1% | $4,644+14.8% | $2,270+134.9% |
| Participant deferral / active EE | $13,772 | $6,073+126.8% | $6,842+101.3% | $3,740+268.3% |
| Admin fee / account holder | $393 | $551-28.6% | $9,309-95.8% | $513-23.4% |