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 | $72,886 |
MOSS ADAMS LLP2+ years Filed as: MOSS ADAMS, LLP Service code 10 PO BOX 748369 · LOS ANGELES, CA 900748369 | Accounting | $12,600 |
Filed as: RESOURCES INVESTMENT ADVISORS DBA B Service code 27 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $8,750 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $4,775 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,378 | $63,905+0.7% | $74,183-13.2% | $57,658+11.7% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.6%-14.1pp | 70.2%-7.8pp |
| Annual return | 8.05% | 60.60%-52.5pp | 17.74%-9.7pp | 5.13%+2.9pp |
| Employer contribution / active EE | $1,268 | $1,840-31.1% | $2,370-46.5% | $1,974-35.7% |
| Participant deferral / active EE | $4,592 | $3,448+33.2% | $3,550+29.4% | $3,061+50.0% |
| Admin fee / account holder | $126 | $91+38.6% | $5,586-97.7% | $95+33.5% |