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 |
|---|---|---|
NADART1+ years Service code 10 · EIN 31-1255362 | Accounting | $6,802 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,119 | $39,245+22.6% | $64,105-24.9% | $52,331-8.0% |
| Participation rate | 49.7% | 58.2%-8.6pp | 68.2%-18.5pp | 68.1%-18.4pp |
| Annual return | -2.17% | 14.79%-17.0pp | 791.24%-793.4pp | 4.54%-6.7pp |
| Employer contribution / active EE | $90 | $736-87.8% | $1,820-95.1% | $1,882-95.2% |
| Participant deferral / active EE | $2,492 | $1,992+25.1% | $2,822-11.7% | $3,022-17.5% |
| Admin fee / account holder | $66 | $592-88.8% | $4,499-98.5% | $592-88.8% |