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 | $241,882 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $44,515 | $78,852-43.5% | $76,768-42.0% | $75,289-40.9% |
| Participation rate | 84.1% | 85.0%-0.8pp | 77.0%+7.2pp | 72.4%+11.7pp |
| Annual return | -4.50% | -1.29%-3.2pp | 2.43%-6.9pp | -0.04%-4.5pp |
| Employer contribution / active EE | $2,579 | $2,794-7.7% | $2,485+3.8% | $2,405+7.3% |
| Participant deferral / active EE | $3,164 | $4,800-34.1% | $3,852-17.9% | $3,739-15.4% |
| Admin fee / account holder | $49 | $79-37.9% | $6,675-99.3% | $102-52.0% |