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 | $391,585 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 115 SOUTH 84 ST STE 400 · MILWAUKEE, WI 53214 | Accounting | $12,397 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $61,774 | $176,491-65.0% | $95,952-35.6% | $90,288-31.6% |
| Participation rate | 93.7% | 86.6%+7.1pp | 77.1%+16.6pp | 73.4%+20.3pp |
| Annual return | 36.56% | 20.14%+16.4pp | 91.61%-55.1pp | 53.97%-17.4pp |
| Employer contribution / active EE | $4,206 | $2,789+50.8% | $2,541+65.5% | $2,524+66.6% |
| Participant deferral / active EE | $5,845 | $5,340+9.5% | $4,167+40.3% | $4,232+38.1% |
| Admin fee / account holder | $98 | $154-36.7% | $6,795-98.6% | $114-14.5% |