Filed March 19, 2024 (most recent of 3 filings on file)
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 | $9,483 |
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.
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 | $30,581 | $37,039-17.4% | $147,614-79.3% | $59,188-48.3% |
| Participation rate | 47.2% | 63.8%-16.6pp | 84.6%-37.5pp | 69.4%-22.3pp |
| Annual return | -0.33% | 7.19%-7.5pp | 61.98%-62.3pp | 5.51%-5.8pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $1,801 | $2,094-14.0% | $4,895-63.2% | $3,265-44.8% |
| Admin fee / account holder | $13 | $60-78.3% | $11,611-99.9% | $92-85.8% |