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 |
|---|---|---|
Service code 31 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Named fiduciary | $33,662 |
LPL FINANCIAL6+ years Service code 28 · EIN 95-2834236 | Investment Management | $30,622 |
TANNER LLC6+ years Service code 10 · EIN 20-2253063 | Accounting | $20,000 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,500 |
PENSIONS PLUS, INC.6+ years Filed as: PENSIONS PLUS, INC Service code 13 · EIN 87-0552653 | Contract Administrator | $13,210 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $104,173 | $55,214+88.7% | $104,607-0.4% | $73,488+41.8% |
| Participation rate | 100.0% | 67.8%+32.2pp | 74.1%+25.9pp | 70.7%+29.3pp |
| Annual return | 12.12% | 24.79%-12.7pp | 340.46%-328.3pp | 28.51%-16.4pp |
| Employer contribution / active EE | $3,517 | $1,468+139.6% | $2,681+31.2% | $2,270+54.9% |
| Participant deferral / active EE | $2,834 | $2,925-3.1% | $3,740-24.2% | $3,740-24.2% |
| Admin fee / account holder | $462 | $424+9.0% | $6,473-92.9% | $513-10.0% |