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 |
|---|---|---|
WC ADMINISTRATORS, LLC1 year Service code 13 · EIN 20-1663072 6995 UNION PARK CENTER, SUITE 320 · MIDVALE, UT 84047 | Contract Administrator | $19,508 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,880 |
Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $2,373 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,827 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,139 | $55,636-11.7% | $81,983-40.1% | $73,488-33.1% |
| Participation rate | 31.2% | 62.3%-31.1pp | 69.2%-38.1pp | 70.7%-39.5pp |
| Annual return | 14.36% | 19.07%-4.7pp | 41.31%-26.9pp | 28.51%-14.1pp |
| Employer contribution / active EE | $366 | $1,625-77.5% | $2,498-85.4% | $2,270-83.9% |
| Participant deferral / active EE | $1,398 | $2,762-49.4% | $3,722-62.4% | $3,740-62.6% |
| Admin fee / account holder | $514 | $493+4.4% | $5,664-90.9% | $513+0.3% |