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 8-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 | $78,092 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 4000 MACATHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $73,452 |
WINDHAM BRANNON2 years Filed as: WINDHAM BRANNON, P.C. Service code 10 3630 PEACHTREE RD NE STE 600 · ATLANTA, GA 30326 | Accounting | $18,118 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,078 | $144,996-86.2% | $111,297-82.0% | $93,030-78.4% |
| Participation rate | 81.2% | 86.2%-5.0pp | 77.3%+3.9pp | 73.9%+7.3pp |
| Annual return | 19.52% | 18.26%+1.3pp | 54.65%-35.1pp | 158.70%-139.2pp |
| Employer contribution / active EE | $715 | $3,056-76.6% | $2,731-73.8% | $2,706-73.6% |
| Participant deferral / active EE | $2,433 | $5,587-56.5% | $4,487-45.8% | $4,562-46.7% |
| Admin fee / account holder | $68 | $103-33.9% | $7,964-99.1% | $152-54.9% |