See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,926 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $13,750 |
PREMIER PLAN CONSULTANTS1 year Service code 13 6215 FERRIS SQ STE 125 · SAN DIEGO, CA 92121 | Contract Administrator | $12,749 |
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 | $142,965 | $89,355+60.0% | $141,162+1.3% | $72,985+95.9% |
| Participation rate | 92.2% | 75.1%+17.1pp | 82.5%+9.8pp | 69.5%+22.7pp |
| Annual return | 23.47% | 111.85%-88.4pp | 71.39%-47.9pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,504 | $3,114-51.7% | $4,735-68.2% | $2,440-38.4% |
| Participant deferral / active EE | $13,631 | $5,418+151.6% | $6,709+103.2% | $3,607+277.9% |
| Admin fee / account holder | $415 | $5,958-93.0% | $10,261-96.0% | $5,124-91.9% |