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 | $10,629 |
Filed as: TRUOG-RYDING COMPANY Service code 13 2659 TOWNSGATE ROAD SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $8,169 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $4,617 |
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 | $28,829 | $46,100-37.5% | $86,590-66.7% | $69,631-58.6% |
| Participation rate | 74.1% | 67.2%+7.0pp | 73.5%+0.6pp | 70.7%+3.4pp |
| Annual return | 17.08% | 21.02%-3.9pp | 964.84%-947.8pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $401 | $1,850-78.3% | $2,839-85.9% | $2,032-80.3% |
| Participant deferral / active EE | $1,640 | $2,432-32.6% | $3,609-54.5% | $3,224-49.1% |
| Admin fee / account holder | $101 | $94+7.3% | $4,906-97.9% | $110-8.9% |