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 | $28,074 |
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $24,780 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,017 |
Filed as: PROFESSIONAL BENEFIT SERVICES INC Service code 13 | Contract Administrator | $4,956 |
PROFESSIONAL BENEFIT SERVICES8+ years Service code 13 1193 ROYVONNE AVE ST STE22 · SALEM, OR 97302 | Contract Administrator | $3,437 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,632 | $47,722-67.2% | $82,719-81.1% | $64,808-75.9% |
| Participation rate | 69.0% | 67.6%+1.4pp | 72.6%-3.5pp | 71.5%-2.4pp |
| Annual return | -13.76% | -13.05%-0.7pp | 701.18%-714.9pp | 32.82%-46.6pp |
| Employer contribution / active EE | $734 | $2,179-66.3% | $3,009-75.6% | $2,506-70.7% |
| Participant deferral / active EE | $2,290 | $3,329-31.2% | $4,395-47.9% | $4,310-46.9% |
| Admin fee / account holder | $198 | $143+38.7% | $5,329-96.3% | $188+5.6% |