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 | $104,928 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $65,333 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $57,702 |
KSJG, LLP1+ years Filed as: KUSHNER, SMITH JOANOU & GREGSON, LL Service code 10 8105 IRVINE CENTER DRIVE SUITE 1000 · IRVINE, CA 92618 | Accounting | $9,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,492 | $71,957+6.3% | $67,652+13.1% | $59,188+29.2% |
| Participation rate | 60.2% | 82.7%-22.5pp | 75.7%-15.5pp | 69.4%-9.3pp |
| Annual return | -0.04% | 8.53%-8.6pp | 6625.04%-6625.1pp | 5.51%-5.5pp |
| Employer contribution / active EE | $1,173 | $2,432-51.7% | $2,266-48.2% | $2,098-44.1% |
| Participant deferral / active EE | $2,159 | $4,211-48.7% | $3,560-39.4% | $3,265-33.9% |
| Admin fee / account holder | $129 | $64+100.6% | $4,821-97.3% | $92+39.6% |