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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,934 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,071 |
RANDALL & HURLEY, INC.2 years Service code 13 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $1,400 |
Filed as: NORTHWEST MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $0 |
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 | $61,733 | $81,474-24.2% | $133,956-53.9% | $73,488-16.0% |
| Participation rate | 90.2% | 76.4%+13.8pp | 79.8%+10.3pp | 70.7%+19.5pp |
| Annual return | 16.48% | 19.40%-2.9pp | 45.09%-28.6pp | 28.51%-12.0pp |
| Employer contribution / active EE | $1,084 | $2,209-50.9% | $3,919-72.3% | $2,270-52.2% |
| Participant deferral / active EE | $2,422 | $3,786-36.0% | $5,048-52.0% | $3,740-35.2% |
| Admin fee / account holder | $183 | $713-74.4% | $8,927-98.0% | $513-64.4% |