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 |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS5+ years Service code 15 · EIN 16-1065416 | Recordkeeping | $26,133 |
Filed as: ALPINE TRUST Service code 25 225 NORTH 5TH ST. · GRAND JUNCTION, CO 81501 | Directed Trustee | $16,985 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,059 | $49,138-47.0% | $84,015-69.0% | $65,185-60.0% |
| Participation rate | 82.4% | 60.7%+21.6pp | 69.0%+13.4pp | 70.2%+12.2pp |
| Annual return | 23.40% | 23.00%+0.4pp | 71.31%-47.9pp | 29.38%-6.0pp |
| Employer contribution / active EE | $731 | $914-20.0% | $1,983-63.1% | $2,177-66.4% |
| Participant deferral / active EE | $1,877 | $2,397-21.7% | $3,239-42.0% | $3,514-46.6% |
| Admin fee / account holder | $354 | $543-34.9% | $6,101-94.2% | $847-58.2% |