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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 | $25,327 |
Filed as: NORTHWEST CAPITAL MANAGEMENT, INC D Service code 27 13333 SW 68TH PKWY STE 230 · PORTLAND, OR 97223 | Advisory (Plan) | $16,567 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,989 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,105 | $46,292-50.1% | $143,757-83.9% | $64,808-64.3% |
| Participation rate | 43.4% | 64.2%-20.9pp | 80.3%-37.0pp | 71.5%-28.1pp |
| Annual return | -14.31% | -10.05%-4.3pp | -0.04%-14.3pp | 32.82%-47.1pp |
| Employer contribution / active EE | $212 | $1,910-88.9% | $4,951-95.7% | $2,506-91.5% |
| Participant deferral / active EE | $1,719 | $2,646-35.0% | $5,637-69.5% | $4,310-60.1% |
| Admin fee / account holder | $188 | $154+22.3% | $14,673-98.7% | $188+0.1% |