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 | $20,439 |
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 | $39,712 | $47,456-16.3% | $172,739-77.0% | $77,787-48.9% |
| Participation rate | 35.8% | 66.3%-30.5pp | 82.6%-46.9pp | 73.2%-37.4pp |
| Annual return | 23.58% | 35.57%-12.0pp | 802.84%-779.3pp | 32.57%-9.0pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $1,523 | $2,560-40.5% | $5,198-70.7% | $3,967-61.6% |
| Admin fee / account holder | $23 | $81-71.3% | $13,954-99.8% | $100-76.8% |