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 | $60,902 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $27,477 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,937 | $75,284-29.7% | $91,001-41.8% | $69,631-24.0% |
| Participation rate | 93.7% | 80.4%+13.3pp | 75.6%+18.1pp | 70.7%+23.0pp |
| Annual return | 22.14% | 48.40%-26.3pp | 4.60%+17.5pp | 27571.02%-27548.9pp |
| Employer contribution / active EE | $5,519 | $2,473+123.2% | $2,456+124.8% | $2,032+171.6% |
| Participant deferral / active EE | $6,381 | $3,700+72.5% | $3,547+79.9% | $3,224+97.9% |
| Admin fee / account holder | $303 | $111+173.7% | $5,417-94.4% | $110+174.1% |