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 |
|---|---|---|
Filed as: INVESTMENT MANAGEMENT CONSULTANTS Service code 27 · EIN 88-0444272 | Advisory (Plan) | $18,684 |
ALLIANCE BENEFIT GROUP5+ years Filed as: ALLIANCE BENEFIT GROUP - ROCKY MTN Service code 15 · EIN 87-0364490 | Recordkeeping | $17,864 |
STOUT, CAUSEY & HORNING, P.A.5+ years Filed as: ELLSWORTH GILLMAN JOHNSON & STOUT Service code 10 · EIN 26-1629859 | Accounting | $7,500 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $98,281 | $60,795+61.7% | $69,455+41.5% | $65,185+50.8% |
| Participation rate | 74.8% | 74.9%-0.1pp | 74.6%+0.2pp | 70.2%+4.6pp |
| Annual return | 19.53% | 17.46%+2.1pp | 28.97%-9.4pp | 29.38%-9.8pp |
| Employer contribution / active EE | $3,242 | $2,452+32.2% | $2,779+16.7% | $2,177+49.0% |
| Participant deferral / active EE | $5,064 | $3,162+60.2% | $3,535+43.2% | $3,514+44.1% |
| Admin fee / account holder | $428 | $314+36.3% | $3,839-88.9% | $847-49.5% |