Filed April 22, 2025 (most recent of 4 filings on file)
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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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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $279,354 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,739 | $164,864-31.0% | $453,369-74.9% | $93,030+22.3% |
| Participation rate | 90.4% | 84.2%+6.2pp | 78.0%+12.4pp | 73.9%+16.5pp |
| Annual return | 13.64% | 17.89%-4.2pp | 64.40%-50.8pp | 158.70%-145.1pp |
| Employer contribution / active EE | $3,284 | $3,519-6.7% | $4,070-19.3% | $2,706+21.4% |
| Participant deferral / active EE | $6,755 | $5,690+18.7% | $6,209+8.8% | $4,562+48.1% |
| Admin fee / account holder | $46 | $104-55.7% | $11,209-99.6% | $152-69.6% |