Filed August 3, 2020
Total covered: 2 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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $36,564 |
CVAGS, LLC1+ years Service code 15 200 GLENRIDGE POINT PKWY STE 400 · ATLANTA, GA 30342 | Recordkeeping | $26,355 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,779 | $37,039-41.2% | $147,614-85.2% | $59,188-63.2% |
| Participation rate | 37.9% | 63.8%-25.8pp | 84.6%-46.7pp | 69.4%-31.5pp |
| Annual return | -0.52% | 7.19%-7.7pp | 61.98%-62.5pp | 5.51%-6.0pp |
| Employer contribution / active EE | $539 | $1,353-60.1% | $5,564-90.3% | $2,098-74.3% |
| Participant deferral / active EE | $885 | $2,094-57.7% | $4,895-81.9% | $3,265-72.9% |
| Admin fee / account holder | $91 | $60+51.2% | $11,611-99.2% | $92-1.3% |