Filed September 24, 2021 (most recent of 5 filings on file)
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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $118,649 |
Service code 16 · EIN 34-1820650 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
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 | $52,826 | $65,118-18.9% | $76,768-31.2% | $55,725-5.2% |
| Participation rate | 97.7% | 79.6%+18.1pp | 77.0%+20.8pp | 70.9%+26.9pp |
| Annual return | -0.19% | -1.27%+1.1pp | 2.43%-2.6pp | 244.93%-245.1pp |
| Employer contribution / active EE | $1,755 | $1,941-9.6% | $2,485-29.4% | $2,078-15.5% |
| Participant deferral / active EE | $3,343 | $3,688-9.4% | $3,852-13.2% | $3,356-0.4% |
| Admin fee / account holder | $110 | $116-5.0% | $6,675-98.4% | $115-4.5% |