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 8-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 | $30,416 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,847 |
Service code 27 3030 N ROCKY POINT DR W, SUITE 700 · TAMPA, FL 33607 | Advisory (Plan) | $23,319 |
FLEETWOOD ALUMINUM PRODUCTS INC1+ years Service code 99 PO BOX 1086 · CORONA, CA 92878 | Other Fees | $3,494 |
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 | $40,364 | $54,320-25.7% | $67,652-40.3% | $52,331-22.9% |
| Participation rate | 95.1% | 73.6%+21.5pp | 75.7%+19.5pp | 68.1%+27.0pp |
| Annual return | 0.42% | 6.81%-6.4pp | 6625.04%-6624.6pp | 4.54%-4.1pp |
| Employer contribution / active EE | $567 | $1,544-63.3% | $2,266-75.0% | $1,882-69.9% |
| Participant deferral / active EE | $2,585 | $2,950-12.4% | $3,560-27.4% | $3,022-14.5% |
| Admin fee / account holder | $343 | $527-34.9% | $4,821-92.9% | $592-42.0% |