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 | $13,352 |
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 | $54,054 | $62,928-14.1% | $172,739-68.7% | $67,579-20.0% |
| Participation rate | 90.9% | 64.5%+26.4pp | 82.6%+8.2pp | 71.3%+19.6pp |
| Annual return | 21.95% | 30.36%-8.4pp | 802.84%-780.9pp | 378.56%-356.6pp |
| Employer contribution / active EE | $342 | $1,636-79.1% | $5,143-93.3% | $2,148-84.1% |
| Participant deferral / active EE | $4,127 | $2,145+92.4% | $5,198-20.6% | $3,539+16.6% |
| Admin fee / account holder | $30 | $167-81.8% | $13,954-99.8% | $142-78.7% |