Filed August 12, 2021
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 | $44,295 |
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 | $60,886 | $37,196+63.7% | $154,107-60.5% | $55,725+9.3% |
| Participation rate | 70.9% | 64.1%+6.8pp | 83.0%-12.1pp | 70.9%+0.1pp |
| Annual return | -4.82% | 1319.68%-1324.5pp | 735.12%-739.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $3,581 | $1,614+121.8% | $5,298-32.4% | $2,078+72.3% |
| Participant deferral / active EE | $4,969 | $2,068+140.3% | $5,081-2.2% | $3,356+48.1% |
| Admin fee / account holder | $113 | $102+10.9% | $13,411-99.2% | $115-2.1% |