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 |
|---|---|---|
Filed as: INNOVEST PORTFOLIO SOLUTIONS, LLC Service code 27 4643 S ULSTER ST · DENVER, CO 80237 | Advisory (Plan) | $30,272 |
Service code 12 · EIN 84-1477138 | Participant loan processing; Recordke... | $6,757 |
NEWPORT GROUP, INC.4+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Direct payment from the plan; Trustee... | $4,386 |
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 | $118,709 | $77,813+52.6% | $123,544-3.9% | $64,186+84.9% |
| Participation rate | 95.9% | 74.7%+21.2pp | 82.3%+13.7pp | 69.6%+26.4pp |
| Annual return | -2.85% | 12.48%-15.3pp | 119.20%-122.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $684 | $3,014-77.3% | $4,628-85.2% | $2,381-71.3% |
| Participant deferral / active EE | $6,533 | $5,240+24.7% | $6,426+1.7% | $3,470+88.3% |
| Admin fee / account holder | $398 | $5,519-92.8% | $9,284-95.7% | $4,888-91.9% |