See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $67,222 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 PO BOX 645547 · CINCINNATI, OH 452645547 | Advisory (Plan) | $57,042 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,511 |
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 | $54,431 | $61,473-11.5% | $81,930-33.6% | $73,409-25.9% |
| Participation rate | 97.3% | 72.4%+25.0pp | 72.0%+25.3pp | 72.2%+25.2pp |
| Annual return | 17.23% | 28.26%-11.0pp | 29.49%-12.3pp | 59.29%-42.1pp |
| Employer contribution / active EE | $1,616 | $1,898-14.8% | $4,310-62.5% | $2,234-27.6% |
| Participant deferral / active EE | $3,852 | $3,080+25.0% | $7,107-45.8% | $3,805+1.2% |
| Admin fee / account holder | $175 | $125+39.2% | $5,158-96.6% | $158+10.6% |