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 | $322,875 |
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 | $0 | $83,681-100.0% | $82,313-100.0% | - |
| Participation rate | 0.0% | 75.1%-75.1pp | 76.9%-76.9pp | - |
| Annual return | 16.47% | 13.76%+2.7pp | 25.88%-9.4pp | - |
| Employer contribution / active EE | $0 | $1,471-100.0% | $2,428-100.0% | - |
| Participant deferral / active EE | $0 | $2,851-100.0% | $3,706-100.0% | - |
| Admin fee / account holder | $0 | $3,032-100.0% | $5,608-100.0% | - |