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 | $10,075 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $14,339 | $60,545-76.3% | $92,233-84.5% | $69,631-79.4% |
| Participation rate | 95.7% | 72.2%+23.5pp | 76.5%+19.2pp | 70.7%+25.0pp |
| Annual return | 14.13% | 19.71%-5.6pp | 176.28%-162.2pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $1,911 | $2,633-27.4% | $3,679-48.1% | $2,032-6.0% |
| Participant deferral / active EE | $3,455 | $2,828+22.2% | $3,897-11.3% | $3,224+7.2% |
| Admin fee / account holder | $9 | $145-93.8% | $5,194-99.8% | $110-91.9% |