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 | $29,394 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $7,496 |
WITHUMSMITH+BROWN, PC1 year Service code 10 5 VAUGHN DRIVE · PRINCETON, NJ 08540 | Accounting | $5,200 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,190 |
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 | $21,396 | $51,288-58.3% | $81,983-73.9% | $73,409-70.9% |
| Participation rate | 88.3% | 64.0%+24.3pp | 69.2%+19.1pp | 72.2%+16.1pp |
| Annual return | 14.73% | 29.48%-14.8pp | 41.31%-26.6pp | 59.29%-44.6pp |
| Employer contribution / active EE | $403 | $1,487-72.9% | $2,498-83.9% | $2,234-82.0% |
| Participant deferral / active EE | $2,173 | $2,715-20.0% | $3,722-41.6% | $3,805-42.9% |
| Admin fee / account holder | $109 | $125-12.7% | $5,664-98.1% | $158-30.7% |