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 | $51,644 |
NFP RETIREMENT INC2+ years Filed as: NFP RETIREMENT INC DBA 401K ADVISOR Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $19,163 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $6,357 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,782 | $57,976+16.9% | $62,995+7.6% | $62,292+8.8% |
| Participation rate | 73.5% | 75.9%-2.4pp | 74.8%-1.3pp | 69.5%+4.0pp |
| Annual return | 9.97% | 17.54%-7.6pp | 87.57%-77.6pp | 28.90%-18.9pp |
| Employer contribution / active EE | $2,741 | $2,415+13.5% | $2,759-0.6% | $2,042+34.2% |
| Participant deferral / active EE | $4,576 | $2,956+54.8% | $3,329+37.4% | $3,169+44.4% |
| Admin fee / account holder | $432 | $276+56.6% | $3,600-88.0% | $479-9.9% |