Filed May 31, 2019
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 4-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 | $285 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,670 | $77,660-36.0% | $109,143-54.5% | $79,386-37.4% |
| Participation rate | 74.1% | 67.8%+6.3pp | 75.9%-1.7pp | 70.7%+3.4pp |
| Annual return | 18.30% | 23.44%-5.1pp | 25.75%-7.4pp | 116.85%-98.5pp |
| Employer contribution / active EE | $2,727 | $2,797-2.5% | $3,722-26.7% | $2,427+12.3% |
| Participant deferral / active EE | $4,641 | $3,518+31.9% | $4,653-0.3% | $4,046+14.7% |
| Admin fee / account holder | $250 | $732-65.8% | $6,752-96.3% | $626-60.0% |