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 |
|---|---|---|
INNOVEST PORTFOLIO SOLUTIONS LLC5+ years Service code 27 4643 SOUTH ULSTER STREET · DENVER, CO 80237 | Advisory (Plan) | $50,965 |
MCCREADY & KEENE INC.3 years Service code 15 · EIN 35-0500670 | Recordkeeping | $9,000 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $4,166 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $2,392 |
WITHUMSMITH+BROWN, PC3 years Filed as: RUBIN BROWN LLP Service code 10 1900 16TH STREET · DENVER, CO 80202 | Accounting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $91,960 | $109,359-15.9% | $162,163-43.3% | $72,985+26.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 17.87% | 25.46%-7.6pp | 115.59%-97.7pp | 81.00%-63.1pp |
| Employer contribution / active EE | $5,749 | $3,907+47.1% | $5,614+2.4% | $2,440+135.6% |
| Participant deferral / active EE | $8,978 | $5,481+63.8% | $7,298+23.0% | $3,607+148.9% |
| Admin fee / account holder | $388 | $7,972-95.1% | $10,843-96.4% | $5,124-92.4% |