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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,380 |
STIFEL NICOLAUS & CO INC3 years Service code 55 501 N BROADWAY · ST LOUIS, MO 63102 | Other Commissions | $5,749 |
Service code 99 12 GILL ST STE 2600 · WOBURN, MA 01801 | Other Fees | $153 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,335 | $49,138-32.2% | $84,015-60.3% | $65,185-48.9% |
| Participation rate | 37.2% | 60.7%-23.6pp | 69.0%-31.8pp | 70.2%-33.0pp |
| Annual return | 16.37% | 23.00%-6.6pp | 71.31%-54.9pp | 29.38%-13.0pp |
| Employer contribution / active EE | $538 | $914-41.1% | $1,983-72.9% | $2,177-75.3% |
| Participant deferral / active EE | $1,136 | $2,397-52.6% | $3,239-64.9% | $3,514-67.7% |
| Admin fee / account holder | $386 | $543-28.9% | $6,101-93.7% | $847-54.4% |