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 |
|---|---|---|
STIFEL NICOLAUS & CO INC2 years Filed as: STIFFEL NICOLAUS & CO INC Service code 55 | Other Commissions | $8,481 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,542 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC. Service code 13 | Contract Administrator | $2,151 |
PENTEGRA SERVICES, INC.1 year Service code 13 6830 COMMERCE CT. DR. · BLACKLICK, OH 430049297 | Contract Administrator | $1,890 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $189 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL NICHOLAUS & CO. INC. Service code 55 501 N. BROADWAY · ST. LOUIS, MO 63102 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,126 | $51,620-55.2% | $90,281-74.4% | $65,185-64.5% |
| Participation rate | 64.2% | 68.6%-4.4pp | 73.3%-9.0pp | 70.2%-6.0pp |
| Annual return | 25.43% | 24.94%+0.5pp | 78.10%-52.7pp | 29.38%-4.0pp |
| Employer contribution / active EE | $1,109 | $2,235-50.4% | $2,854-61.1% | $2,177-49.0% |
| Participant deferral / active EE | $1,488 | $2,871-48.1% | $3,885-61.7% | $3,514-57.6% |
| Admin fee / account holder | $63 | $384-83.7% | $5,351-98.8% | $847-92.6% |