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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $119,457 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Service code 99 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Other Fees | $31,250 |
PENSION ASSURANCE LLP6+ years Service code 99 5530 CORBIN AVE STE 260 · TARZANA, CA 91356 | Other Fees | $10,000 |
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 | $64,580 | $52,670+22.6% | $90,404-28.6% | $73,409-12.0% |
| Participation rate | 99.6% | 67.7%+32.0pp | 72.7%+26.9pp | 72.2%+27.4pp |
| Annual return | 11.81% | 20.70%-8.9pp | 1293.02%-1281.2pp | 59.29%-47.5pp |
| Employer contribution / active EE | $1,342 | $1,872-28.3% | $3,262-58.9% | $2,234-39.9% |
| Participant deferral / active EE | $3,946 | $2,807+40.6% | $3,963-0.4% | $3,805+3.7% |
| Admin fee / account holder | $155 | $117+32.3% | $5,611-97.2% | $158-2.1% |