See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,698 |
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 | $44,513 | $42,548+4.6% | $74,550-40.3% | $56,287-20.9% |
| Participation rate | 73.0% | 60.5%+12.5pp | 69.1%+3.8pp | 69.9%+3.1pp |
| Annual return | -6.51% | 12.40%-18.9pp | 32.53%-39.0pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,244 | $855+45.4% | $1,961-36.6% | $2,111-41.1% |
| Participant deferral / active EE | $2,451 | $2,277+7.6% | $3,108-21.1% | $3,350-26.8% |
| Admin fee / account holder | $145 | $467-69.0% | $5,060-97.1% | $521-72.2% |