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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,552 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $10,656 |
PKF O'CONNOR DAVIES, LLP3+ years Filed as: PKF CERTIFIED PUBLIC ACCOUNTANTS A Service code 10 2020 CAMINO DEL RIO N STE 500 · SAN DIEGO, CA 92108 | Accounting | $3,000 |
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 | $42,656 | $100,041-57.4% | $149,718-71.5% | $70,131-39.2% |
| Participation rate | 75.4% | 83.6%-8.2pp | 87.1%-11.7pp | 69.5%+5.9pp |
| Annual return | 13.65% | 27.43%-13.8pp | 1501.63%-1488.0pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,634 | $3,662-55.4% | $5,445-70.0% | $2,342-30.2% |
| Participant deferral / active EE | $4,971 | $4,983-0.2% | $6,569-24.3% | $3,332+49.2% |
| Admin fee / account holder | $167 | $8,286-98.0% | $11,283-98.5% | $4,645-96.4% |