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 |
|---|---|---|
IBI ADVISORS4 years Service code 26 326 MAIN STREET · GRAND JUNCTION, CO 81501 | Advisory (Participants) | $21,739 |
Filed as: THE RETIREMENT PLAN COMPANY Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $16,186 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,263 | $62,127+13.1% | $81,382-13.7% | $74,495-5.7% |
| Participation rate | 72.6% | 64.0%+8.6pp | 69.5%+3.1pp | 67.2%+5.4pp |
| Annual return | 13.76% | 16.48%-2.7pp | 24.73%-11.0pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,789 | $1,882-5.0% | $2,463-27.4% | $2,623-31.8% |
| Participant deferral / active EE | $3,202 | $3,229-0.8% | $3,883-17.5% | $4,346-26.3% |
| Admin fee / account holder | $388 | $1,934-79.9% | $5,768-93.3% | $1,942-80.0% |