Filed July 13, 2023
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 | $16,041 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $94,415 | $54,573+73.0% | $90,951+3.8% | $73,488+28.5% |
| Participation rate | 36.0% | 61.2%-25.1pp | 69.0%-33.0pp | 70.7%-34.6pp |
| Annual return | 12.27% | 16.69%-4.4pp | 134.60%-122.3pp | 28.51%-16.2pp |
| Employer contribution / active EE | $109 | $991-89.0% | $2,122-94.9% | $2,270-95.2% |
| Participant deferral / active EE | $1,682 | $2,517-33.2% | $3,373-50.1% | $3,740-55.0% |
| Admin fee / account holder | $292 | $521-44.1% | $5,959-95.1% | $513-43.2% |