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) | $31,435 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $18,585 |
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 | $156,250 | $98,750+58.2% | $149,696+4.4% | $79,858+95.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.69% | 27.43%-11.7pp | 276.60%-260.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $872 | $3,216-72.9% | $4,644-81.2% | $2,471-64.7% |
| Participant deferral / active EE | $9,024 | $5,680+58.9% | $6,842+31.9% | $3,740+141.3% |
| Admin fee / account holder | $481 | $6,053-92.1% | $9,309-94.8% | $5,306-90.9% |