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 | $270,216 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 115 SOUTH 84 ST STE 400 · MILWAUKEE, WI 53214 | Accounting | $3,500 |
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 | $47,195 | $105,247-55.2% | $87,100-45.8% | $77,787-39.3% |
| Participation rate | 77.4% | 85.8%-8.4pp | 76.9%+0.5pp | 73.2%+4.2pp |
| Annual return | 23.04% | 24.52%-1.5pp | 28.19%-5.1pp | 32.57%-9.5pp |
| Employer contribution / active EE | $2,505 | $2,895-13.5% | $2,521-0.7% | $2,5040% |
| Participant deferral / active EE | $3,196 | $5,060-36.8% | $4,049-21.1% | $3,967-19.4% |
| Admin fee / account holder | $51 | $104-51.1% | $7,497-99.3% | $100-49.0% |