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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $39,428 |
QDRO CONSULTANTS COMPANY, LLC1+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $900 |
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 | $51,365 | $75,760-32.2% | $123,104-58.3% | $59,188-13.2% |
| Participation rate | 97.5% | 86.0%+11.4pp | 86.8%+10.7pp | 69.4%+28.0pp |
| Annual return | 1.22% | 2.93%-1.7pp | 13.22%-12.0pp | 5.51%-4.3pp |
| Employer contribution / active EE | $2,989 | $3,415-12.5% | $5,151-42.0% | $2,098+42.5% |
| Participant deferral / active EE | $6,640 | $5,000+32.8% | $6,230+6.6% | $3,265+103.4% |
| Admin fee / account holder | $10 | $61-84.1% | $9,015-99.9% | $92-89.5% |