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, CO 80111 | Recordkeeping Fees | $20,175 |
FIRST ASSET FINANCIAL5 years Filed as: FIRST ASSET FINANCIAL INC Service code 55 | Other Commissions | $10,053 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $1,813 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 99 6011 WEST COURTYARD DR STE 405 · AUSTIN, TX 78730 | Other Fees | $1,247 |
GOLDLEAF PARTNERS5 years Filed as: GOLDLEAF PARTNERS SERVICES INC Service code 13 | Contract Administrator | $1,001 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $650 |
GOLDLEAF PARTNERS5 years Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 PO BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $195 |
FIRST ASSET FINANCIAL5 years Service code 55 PO BOX 1364 · SALINA, KS 67402 | Other Commissions | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,637 | $176,056-22.4% | $159,436-14.3% | $167,490-18.4% |
| Participation rate | 91.3% | 84.9%+6.4pp | 82.8%+8.5pp | 82.1%+9.2pp |
| Annual return | 5.84% | 331.75%-325.9pp | 263.57%-257.7pp | 478.56%-472.7pp |
| Employer contribution / active EE | $3,163 | $5,297-40.3% | $4,829-34.5% | $4,837-34.6% |
| Participant deferral / active EE | $5,909 | $7,750-23.8% | $7,352-19.6% | $6,341-6.8% |
| Admin fee / account holder | $3,231 | $12,554-74.3% | $10,799-70.1% | $12,309-73.8% |