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 8-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 | $192,606 |
GRIMES & COMPANY, INC.5+ years Service code 27 110 TURNPIKE RD · WESTBOROUGH, MA 01581 | Advisory (Plan) | $76,555 |
SWERDLIN & COMPANY5+ years Filed as: SWERDLIN NORTHEAST, LLC Service code 13 5901 PEACHTREE DUNWOODY RD · ATLANTA, GA 30328 | Contract Administrator | $26,415 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS DBA FUTUREPLAN Service code 13 101 W BROADWAY, STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $5,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,820 | $88,770-68.7% | $109,143-74.5% | $93,030-70.1% |
| Participation rate | 97.2% | 81.5%+15.7pp | 75.9%+21.3pp | 73.9%+23.3pp |
| Annual return | 21.48% | 60.64%-39.2pp | 25.75%-4.3pp | 158.70%-137.2pp |
| Employer contribution / active EE | $2,530 | $3,780-33.1% | $3,722-32.0% | $2,706-6.5% |
| Participant deferral / active EE | $6,522 | $3,630+79.7% | $4,653+40.2% | $4,562+43.0% |
| Admin fee / account holder | $168 | $172-2.7% | $6,752-97.5% | $152+10.5% |