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 | $36,560 |
Service code 27 111 E KILBOURN AVE STE 1600 · MILWAUKEE, WI 53202 | Advisory (Plan) | $28,490 |
RSM US LLP6+ years Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $10,500 |
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 | $152,443 | $73,638+107.0% | $95,952+58.9% | $73,488+107.4% |
| Participation rate | 97.6% | 76.2%+21.4pp | 77.1%+20.5pp | 70.7%+26.9pp |
| Annual return | 12.08% | 16.78%-4.7pp | 91.61%-79.5pp | 28.51%-16.4pp |
| Employer contribution / active EE | $1,100 | $1,863-41.0% | $2,541-56.7% | $2,270-51.6% |
| Participant deferral / active EE | $4,498 | $3,617+24.4% | $4,167+7.9% | $3,740+20.3% |
| Admin fee / account holder | $349 | $482-27.6% | $6,795-94.9% | $513-32.0% |