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 | $100,093 |
ULTRA CLEAN TECHNOLOGY1 year Service code 99 26462 CORPORATE AVE · HAYWARD, CA 94545 | Other Fees | $21,520 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $10,678 |
TD AMERITRADE, INC.4+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $5,143 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,628 | $65,118+6.9% | $76,768-9.3% | $55,725+24.9% |
| Participation rate | 58.8% | 79.6%-20.8pp | 77.0%-18.2pp | 70.9%-12.1pp |
| Annual return | -4.48% | -1.27%-3.2pp | 2.43%-6.9pp | 244.93%-249.4pp |
| Employer contribution / active EE | $1,399 | $1,941-27.9% | $2,485-43.7% | $2,078-32.7% |
| Participant deferral / active EE | $5,028 | $3,688+36.3% | $3,852+30.5% | $3,356+49.8% |
| Admin fee / account holder | $198 | $116+71.3% | $6,675-97.0% | $115+72.3% |