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 9-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 | $11,216 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,501 | $51,466-40.7% | $78,778-61.3% | $62,292-51.0% |
| Participation rate | 82.1% | 59.8%+22.3pp | 69.2%+12.9pp | 69.5%+12.6pp |
| Annual return | 0.00% | 19.96%-20.0pp | 35.62%-35.6pp | 28.90%-28.9pp |
| Employer contribution / active EE | $549 | $827-33.7% | $1,986-72.4% | $2,042-73.1% |
| Participant deferral / active EE | $3,286 | $2,147+53.0% | $2,958+11.1% | $3,169+3.7% |
| Admin fee / account holder | $76 | $489-84.5% | $5,134-98.5% | $479-84.2% |