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 | $46,019 |
Service code 55 5707 SW PKWY · AUSTIN, TX 78735 | Other Commissions | $35,018 |
Filed as: RETIREMENT PLANNING SERVICES INC. Service code 13 P.O. BOX 3789 · LITTLETON, CO 80161 | Contract Administrator | $6,333 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,405 | $155,795-60.6% | $136,294-54.9% | $69,631-11.8% |
| Participation rate | 68.4% | 75.2%-6.9pp | 81.9%-13.5pp | 70.7%-2.3pp |
| Annual return | 19.39% | 232464.33%-232444.9pp | 5155.94%-5136.5pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $2,552 | $2,991-14.7% | $4,695-45.7% | $2,032+25.6% |
| Participant deferral / active EE | $5,923 | $5,394+9.8% | $6,247-5.2% | $3,224+83.7% |
| Admin fee / account holder | $219 | $128+70.9% | $9,243-97.6% | $110+98.4% |