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 | $31,203 |
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 | $57,309 | $51,466+11.4% | $78,778-27.3% | $62,292-8.0% |
| Participation rate | 79.3% | 59.8%+19.5pp | 69.2%+10.1pp | 69.5%+9.7pp |
| Annual return | 15.47% | 19.96%-4.5pp | 35.62%-20.2pp | 28.90%-13.4pp |
| Employer contribution / active EE | $899 | $827+8.6% | $1,986-54.7% | $2,042-56.0% |
| Participant deferral / active EE | $3,187 | $2,147+48.4% | $2,958+7.7% | $3,169+0.6% |
| Admin fee / account holder | $158 | $489-67.6% | $5,134-96.9% | $479-67.0% |