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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $38,112 |
BDO USA, LLP3 years Filed as: BDO USA LLP Service code 10 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $18,950 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $0 |
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 | $86,864 | $80,005+8.6% | $140,016-38.0% | $55,725+55.9% |
| Participation rate | 75.3% | 87.0%-11.7pp | 87.5%-12.2pp | 70.9%+4.4pp |
| Annual return | -2.73% | 0.46%-3.2pp | 651.12%-653.8pp | 244.93%-247.7pp |
| Employer contribution / active EE | $1,901 | $3,403-44.1% | $5,606-66.1% | $2,078-8.5% |
| Participant deferral / active EE | $5,633 | $5,264+7.0% | $6,927-18.7% | $3,356+67.9% |
| Admin fee / account holder | $65 | $116-43.5% | $10,705-99.4% | $115-43.3% |