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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $15,721 |
WINTRUST INVESTMENTS LLC1 year Service code 27 231 S LA SALLE ST FL 13 · CHICAGO, IL 606041471 | Advisory (Plan) | $11,842 |
GILLIAM COBLE & MOSER LLP2 years Filed as: GILLIAM BELL MOSER LLP Service code 10 PO BOX 621 · BURLINGTON, NC 27216 | Accounting | $3,507 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,440 | $84,487-75.8% | $125,339-83.7% | $66,914-69.5% |
| Participation rate | 94.1% | 76.4%+17.7pp | 82.4%+11.7pp | 69.8%+24.3pp |
| Annual return | -18.24% | -8.39%-9.8pp | 572.05%-590.3pp | 1.58%-19.8pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,590 | $6,781-47.1% | $7,446-51.8% | $4,237-15.3% |
| Admin fee / account holder | $171 | $685-75.0% | $10,010-98.3% | $593-71.2% |