See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $51,752 |
RPS PLAN ADMINISTRATORS6+ years Service code 13 · EIN 84-1096179 PO BOX 3789 · LITTLETON, CO 80161 | Contract Administrator | $20,562 |
FEIS & COMPANY P.C.1 year Service code 13 193 S. 27TH AVE, SUITE 100 · BRIGHTON, CO 80601 | Contract Administrator | $6,950 |
LARIMER CAPITAL CORPORATION1 year Service code 13 TOWER COLORADO, 1720 S. BELLAIRE · DENVER, CO 80222 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,463 | $55,636-16.5% | $81,983-43.3% | $73,488-36.8% |
| Participation rate | 70.9% | 62.3%+8.6pp | 69.2%+1.6pp | 70.7%+0.2pp |
| Annual return | 11.69% | 19.07%-7.4pp | 41.31%-29.6pp | 28.51%-16.8pp |
| Employer contribution / active EE | $511 | $1,625-68.5% | $2,498-79.5% | $2,270-77.5% |
| Participant deferral / active EE | $3,794 | $2,762+37.4% | $3,722+1.9% | $3,740+1.5% |
| Admin fee / account holder | $710 | $493+44.1% | $5,664-87.5% | $513+38.4% |