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 | $56,099 |
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 | $43,132 | $74,024-41.7% | $77,999-44.7% | $57,658-25.2% |
| Participation rate | 91.6% | 79.7%+11.9pp | 75.5%+16.1pp | 70.2%+21.4pp |
| Annual return | 11.15% | 12.14%-1.0pp | 425.96%-414.8pp | 5.13%+6.0pp |
| Employer contribution / active EE | $5,472 | $2,365+131.4% | $2,470+121.5% | $1,974+177.3% |
| Participant deferral / active EE | $7,222 | $3,533+104.4% | $3,497+106.5% | $3,061+136.0% |
| Admin fee / account holder | $226 | $93+142.7% | $5,480-95.9% | $95+139.3% |