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 | $18,365 |
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 | $54,864 | $136,307-59.7% | $177,821-69.1% | $73,488-25.3% |
| Participation rate | 99.0% | 86.1%+12.9pp | 87.7%+11.3pp | 70.7%+28.3pp |
| Annual return | 15.40% | 18.68%-3.3pp | 48.32%-32.9pp | 28.51%-13.1pp |
| Employer contribution / active EE | $3,887 | $3,712+4.7% | $5,918-34.3% | $2,270+71.2% |
| Participant deferral / active EE | $4,167 | $5,829-28.5% | $7,714-46.0% | $3,740+11.4% |
| Admin fee / account holder | $169 | $596-71.6% | $12,427-98.6% | $513-67.0% |