Filed October 24, 2014
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 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $10,861 |
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 | $47,320 | $71,106-33.5% | $83,333-43.2% | $75,289-37.1% |
| Participation rate | 93.8% | 82.0%+11.8pp | 77.8%+16.1pp | 72.4%+21.4pp |
| Annual return | -4.92% | -0.56%-4.4pp | 10.63%-15.6pp | -0.04%-4.9pp |
| Employer contribution / active EE | $2,942 | $2,436+20.8% | $3,379-12.9% | $2,405+22.3% |
| Participant deferral / active EE | $3,407 | $6,249-45.5% | $5,565-38.8% | $3,739-8.9% |
| Admin fee / account holder | $244 | $72+237.4% | $7,510-96.7% | $102+138.6% |