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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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,238 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $14,113 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $1,397 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,791 | $63,905-62.8% | $74,183-67.9% | $57,658-58.7% |
| Participation rate | 85.9% | 79.8%+6.2pp | 76.6%+9.3pp | 70.2%+15.7pp |
| Annual return | 7.46% | 60.60%-53.1pp | 17.74%-10.3pp | 5.13%+2.3pp |
| Employer contribution / active EE | $430 | $1,840-76.6% | $2,370-81.9% | $1,974-78.2% |
| Participant deferral / active EE | $2,340 | $3,448-32.1% | $3,550-34.1% | $3,061-23.5% |
| Admin fee / account holder | $143 | $91+56.6% | $5,586-97.4% | $95+50.8% |