Filed July 9, 2015
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 | $3,161 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,023 | $62,132-66.2% | $185,823-88.7% | $73,488-71.4% |
| Participation rate | 92.7% | 67.8%+24.9pp | 78.0%+14.6pp | 70.7%+22.0pp |
| Annual return | 35.65% | 20.44%+15.2pp | 35.95%-0.3pp | 28.51%+7.1pp |
| Employer contribution / active EE | $1,042 | $1,681-38.0% | $4,087-74.5% | $2,270-54.1% |
| Participant deferral / active EE | $3,659 | $3,711-1.4% | $5,632-35.0% | $3,740-2.2% |
| Admin fee / account holder | $158 | $419-62.3% | $9,500-98.3% | $513-69.2% |