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 | $24,479 |
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 | $53,142 | $54,573-2.6% | $90,951-41.6% | $73,488-27.7% |
| Participation rate | 84.7% | 61.2%+23.5pp | 69.0%+15.7pp | 70.7%+14.0pp |
| Annual return | 16.85% | 16.69%+0.2pp | 134.60%-117.8pp | 28.51%-11.7pp |
| Employer contribution / active EE | $1,525 | $991+53.8% | $2,122-28.1% | $2,270-32.8% |
| Participant deferral / active EE | $2,966 | $2,517+17.8% | $3,373-12.1% | $3,740-20.7% |
| Admin fee / account holder | $135 | $521-74.2% | $5,959-97.7% | $513-73.8% |