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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $44,481 | $70,908-37.3% | $98,907-55.0% | $73,488-39.5% |
| Participation rate | 68.7% | 73.8%-5.1pp | 76.0%-7.3pp | 70.7%-2.0pp |
| Annual return | 12.33% | 34.17%-21.8pp | 196.43%-184.1pp | 28.51%-16.2pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,813 | $3,500-48.2% | $4,244-57.3% | $3,740-51.5% |
| Admin fee / account holder | $117 | $535-78.1% | $6,642-98.2% | $513-77.2% |