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 7-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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $65,653 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $56,807 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,459 |
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 | $50,591 | $55,790-9.3% | $76,817-34.1% | $67,579-25.1% |
| Participation rate | 98.9% | 71.1%+27.8pp | 72.1%+26.8pp | 71.3%+27.6pp |
| Annual return | 21.69% | 64.45%-42.8pp | 1166.11%-1144.4pp | 378.56%-356.9pp |
| Employer contribution / active EE | $1,763 | $1,810-2.6% | $2,302-23.4% | $2,148-17.9% |
| Participant deferral / active EE | $4,391 | $2,875+52.7% | $3,336+31.6% | $3,539+24.1% |
| Admin fee / account holder | $173 | $159+9.0% | $6,420-97.3% | $142+21.9% |