Filed September 30, 2021
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $8,262 |
BREMER BANK NATIONAL ASSOCIATION2+ years Filed as: BREMER TRUST, N.A. Service code 21 · EIN 41-1565461 P.O. BOX 683 · ST. CLOUD, MN 563020986 | Bank Trustee | $3,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,374 | $57,921-19.9% | $84,750-45.3% | $57,658-19.6% |
| Participation rate | 44.4% | 72.9%-28.5pp | 76.6%-32.2pp | 70.2%-25.8pp |
| Annual return | 7.56% | 10.24%-2.7pp | 22.78%-15.2pp | 5.13%+2.4pp |
| Employer contribution / active EE | $510 | $2,598-80.4% | $3,574-85.7% | $1,974-74.2% |
| Participant deferral / active EE | $2,146 | $2,742-21.7% | $3,712-42.2% | $3,061-29.9% |
| Admin fee / account holder | $20 | $130-84.7% | $5,332-99.6% | $95-79.0% |