See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,296 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,824 | $42,548-4.1% | $74,550-45.2% | $56,287-27.5% |
| Participation rate | 28.5% | 60.5%-32.0pp | 69.1%-40.7pp | 69.9%-41.4pp |
| Annual return | -9.15% | 12.40%-21.6pp | 32.53%-41.7pp | -9.96%+0.8pp |
| Employer contribution / active EE | $341 | $855-60.1% | $1,961-82.6% | $2,111-83.8% |
| Participant deferral / active EE | $1,212 | $2,277-46.8% | $3,108-61.0% | $3,350-63.8% |
| Admin fee / account holder | $140 | $467-70.0% | $5,060-97.2% | $521-73.1% |