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 10-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,881 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $15,099 |
Service code 13 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Contract Administrator | $9,821 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $511 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,022 | $91,517-74.8% | $101,248-77.3% | $73,409-68.6% |
| Participation rate | 74.6% | 73.8%+0.8pp | 75.8%-1.2pp | 72.2%+2.4pp |
| Annual return | 13.23% | 17.17%-3.9pp | 46.47%-33.2pp | 59.29%-46.1pp |
| Employer contribution / active EE | $184 | $2,877-93.6% | $3,660-95.0% | $2,234-91.8% |
| Participant deferral / active EE | $1,841 | $3,338-44.8% | $4,370-57.9% | $3,805-51.6% |
| Admin fee / account holder | $0 | $216-100.0% | $5,945-100.0% | $158-100.0% |