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 · EIN 84-1042710 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,136 |
Filed as: DESCHUTES INVESTMENT CONSULTING LLC Service code 27 · EIN 27-3525757 200 SW MARKET STREET SUITE 550 · PORTLAND, OR 97201 | Advisory (Plan) | $31,058 |
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 | $175,479 | $85,766+104.6% | $136,294+28.8% | $70,131+150.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.65% | 31.45%-11.8pp | 5155.94%-5136.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $7,473 | $2,966+151.9% | $4,695+59.1% | $2,342+219.0% |
| Participant deferral / active EE | $8,710 | $5,051+72.4% | $6,247+39.4% | $3,332+161.4% |
| Admin fee / account holder | $517 | $5,420-90.5% | $9,243-94.4% | $4,645-88.9% |