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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,278 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,799 | $35,986+21.7% | $77,482-43.5% | $73,488-40.4% |
| Participation rate | 78.4% | 40.8%+37.6pp | 54.2%+24.2pp | 70.7%+7.7pp |
| Annual return | 10.73% | 19.26%-8.5pp | 54.79%-44.1pp | 28.51%-17.8pp |
| Employer contribution / active EE | $1,020 | $557+83.1% | $986+3.5% | $2,270-55.0% |
| Participant deferral / active EE | $2,934 | $1,198+145.0% | $1,861+57.7% | $3,740-21.5% |
| Admin fee / account holder | $18 | $466-96.2% | $2,858-99.4% | $513-96.5% |