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 | $66,479 |
LPL FINANCIAL4+ years Service code 27 PO BOX 509026 · SAN DIEGO, CA 92150 | Advisory (Plan) | $32,664 |
Filed as: LEAFHOUSE Service code 99 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Other Fees | $13,610 |
SANNAH M BRANDT LLC DBA UPA3+ years Filed as: SANNAH BRANDT LLC UNITED PENSION Service code 13 3495 PARKWAY AVE · BOZEMAN, MT 59718 | Contract Administrator | $9,073 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,657 | $45,825-15.6% | $90,645-57.4% | $56,287-31.3% |
| Participation rate | 92.9% | 66.7%+26.2pp | 74.0%+18.8pp | 69.9%+23.0pp |
| Annual return | -5.94% | 38.64%-44.6pp | 1.88%-7.8pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,312 | $1,372-4.4% | $2,532-48.2% | $2,111-37.8% |
| Participant deferral / active EE | $4,152 | $2,562+62.0% | $3,425+21.2% | $3,350+24.0% |
| Admin fee / account holder | $297 | $413-28.0% | $4,994-94.1% | $521-43.0% |