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 | $82,020 |
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 | $60,274 | $35,485+69.9% | $74,550-19.1% | $55,725+8.2% |
| Participation rate | 79.7% | 62.5%+17.2pp | 69.1%+10.6pp | 70.9%+8.9pp |
| Annual return | -5.17% | 0.72%-5.9pp | 32.53%-37.7pp | 244.93%-250.1pp |
| Employer contribution / active EE | $1,327 | $777+70.7% | $1,961-32.3% | $2,078-36.1% |
| Participant deferral / active EE | $4,560 | $2,181+109.1% | $3,108+46.7% | $3,356+35.9% |
| Admin fee / account holder | $228 | $114+99.3% | $5,060-95.5% | $115+97.8% |