Filed March 12, 2018
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 | $16,451 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,707 | $94,529-66.5% | $140,016-77.4% | $64,186-50.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -0.42% | 7.77%-8.2pp | 651.12%-651.5pp | 7.63%-8.1pp |
| Employer contribution / active EE | $3,361 | $3,812-11.9% | $5,606-40.1% | $2,381+41.1% |
| Participant deferral / active EE | $3,776 | $5,250-28.1% | $6,927-45.5% | $3,470+8.8% |
| Admin fee / account holder | $125 | $6,741-98.2% | $10,705-98.8% | $4,888-97.5% |