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 | $35,107 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $22,019 |
ULMER & BERNE3 years Filed as: ULMER & BERNE LLP Service code 29 1660 WEST 2ND ST STE 1100 · CLEVELAND, OH 44113 | Legal | $1,512 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $117 |
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 | $61,291 | $59,186+3.6% | $76,768-20.2% | $56,287+8.9% |
| Participation rate | 90.5% | 75.2%+15.3pp | 77.0%+13.6pp | 69.9%+20.7pp |
| Annual return | -2.58% | 6.62%-9.2pp | 2.43%-5.0pp | -9.96%+7.4pp |
| Employer contribution / active EE | $2,346 | $1,759+33.4% | $2,485-5.6% | $2,111+11.2% |
| Participant deferral / active EE | $4,627 | $3,255+42.2% | $3,852+20.1% | $3,350+38.1% |
| Admin fee / account holder | $235 | $489-51.9% | $6,675-96.5% | $521-54.9% |