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 9-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 |
|---|---|---|
TOWNSQUARE CAPITAL LLC1 year Filed as: TOWNSQUARE CAPITAL INC. Service code 27 5314 RIVER RUN DR STE 300 · PROVO, UT 84604 | Advisory (Plan) | $30,122 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,753 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,065 |
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 | $50,209 | $89,652-44.0% | $141,162-64.4% | $65,185-23.0% |
| Participation rate | 95.3% | 74.7%+20.6pp | 82.5%+12.8pp | 70.2%+25.1pp |
| Annual return | 21.86% | 32.79%-10.9pp | 71.39%-49.5pp | 29.38%-7.5pp |
| Employer contribution / active EE | $1,555 | $3,065-49.3% | $4,735-67.2% | $2,177-28.6% |
| Participant deferral / active EE | $9,002 | $5,691+58.2% | $6,709+34.2% | $3,514+156.2% |
| Admin fee / account holder | $276 | $569-51.5% | $10,261-97.3% | $847-67.4% |