See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,307 |
Service code 55 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Other Commissions | $25,518 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,150 | $42,546+39.0% | $71,796-17.6% | $55,167+7.2% |
| Participation rate | 67.5% | 59.1%+8.4pp | 69.1%-1.6pp | 69.0%-1.5pp |
| Annual return | 6.67% | 12.36%-5.7pp | 78.04%-71.4pp | 169.23%-162.6pp |
| Employer contribution / active EE | $287 | $803-64.3% | $1,924-85.1% | $1,963-85.4% |
| Participant deferral / active EE | $2,864 | $2,064+38.7% | $2,794+2.5% | $3,054-6.2% |
| Admin fee / account holder | $160 | $650-75.4% | $4,815-96.7% | $504-68.3% |