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 | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,797 | $55,449-40.9% | $83,848-60.9% | $56,287-41.7% |
| Participation rate | 75.0% | 68.0%+7.0pp | 76.1%-1.1pp | 69.9%+5.1pp |
| Annual return | -3.98% | -1.38%-2.6pp | 850.88%-854.9pp | -9.96%+6.0pp |
| Employer contribution / active EE | $743 | $2,430-69.4% | $3,631-79.5% | $2,111-64.8% |
| Participant deferral / active EE | $2,192 | $2,935-25.3% | $4,082-46.3% | $3,350-34.6% |
| Admin fee / account holder | $0 | $656-100.0% | $5,478-100.0% | $521-100.0% |