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 | $811 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $487 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $3,550 | $58,879-94.0% | $178,490-98.0% | $73,488-95.2% |
| Participation rate | 81.5% | 66.2%+15.3pp | 81.9%-0.4pp | 70.7%+10.8pp |
| Annual return | 30.25% | 24.86%+5.4pp | 151.07%-120.8pp | 28.51%+1.7pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,647 | $2,567-35.8% | $5,202-68.3% | $3,740-55.9% |
| Admin fee / account holder | $20 | $400-94.9% | $13,984-99.9% | $513-96.0% |