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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,990 |
Filed as: JCCS, PC DBA JCCS BENEFIT Service code 13 · EIN 81-0348775 501 PARK DR SOUTH · GREAT FALLS, MT 59405 | Contract Administrator | $2,100 |
RBC WEALTH MANAGEMENT1+ years Filed as: RBC CAPITAL MARKETS LLC Service code 55 · EIN 41-1416330 60 S 6TH ST COMMISSIONS ACCTG · MINNEAPOLIS, MN 55402 | Other Commissions | $0 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,241 | $50,464-10.4% | $75,781-40.3% | $52,331-13.5% |
| Participation rate | 91.3% | 66.8%+24.6pp | 75.8%+15.5pp | 68.1%+23.2pp |
| Annual return | -0.43% | 1.03%-1.5pp | 9.68%-10.1pp | 4.54%-5.0pp |
| Employer contribution / active EE | $6,038 | $1,988+203.7% | $3,323+81.7% | $1,882+220.9% |
| Participant deferral / active EE | $1,223 | $2,570-52.4% | $3,651-66.5% | $3,022-59.5% |
| Admin fee / account holder | $38 | $1,103-96.6% | $5,299-99.3% | $592-93.6% |