Filed December 6, 2018 (most recent of 5 filings on file)
Total covered: 65 employees
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 | $343,603 |
BONADIO & CO., LLP6+ years Filed as: BONADIO & CO LLP Service code 10 171 SULLY'S TRAIL · PITTSFORD, NY 14534 | Accounting | $13,325 |
TD AMERITRADE, INC.6+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $257 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 | Recordkeeping | $0 |
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 | $168,360 | $72,066+133.6% | $81,930+105.5% | $90,288+86.5% |
| Participation rate | 99.8% | 78.9%+20.9pp | 72.0%+27.8pp | 73.4%+26.5pp |
| Annual return | 17.43% | 15.92%+1.5pp | 29.49%-12.1pp | 53.97%-36.5pp |
| Employer contribution / active EE | $5,837 | $2,335+150.0% | $4,310+35.4% | $2,524+131.2% |
| Participant deferral / active EE | $9,145 | $3,557+157.1% | $7,107+28.7% | $4,232+116.1% |
| Admin fee / account holder | $74 | $92-19.7% | $5,158-98.6% | $114-34.9% |