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) | $13,801 |
ALLIANCE BENEFIT GROUP6+ years Filed as: ALLIANCE BENEFIT GROUP - ROCKY MTN Service code 15 · EIN 87-0364490 | Recordkeeping | $11,220 |
STOUT, CAUSEY & HORNING, P.A.6+ years Filed as: ELLSWORTH GILLMAN JOHNSON & STOUT Service code 10 · EIN 26-1629859 | Accounting | $7,500 |
CHARLES SCHWAB & CO., INC.6+ 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $105,147 | $65,322+61.0% | $70,449+49.3% | $73,488+43.1% |
| Participation rate | 77.1% | 77.0%+0.1pp | 75.1%+2.0pp | 70.7%+6.4pp |
| Annual return | 13.30% | 15.71%-2.4pp | 109.03%-95.7pp | 28.51%-15.2pp |
| Employer contribution / active EE | $2,995 | $2,460+21.7% | $2,737+9.4% | $2,270+31.9% |
| Participant deferral / active EE | $5,054 | $3,375+49.8% | $3,709+36.3% | $3,740+35.2% |
| Admin fee / account holder | $397 | $214+85.4% | $3,845-89.7% | $513-22.7% |