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 | $56,471 |
Filed as: SAN DIEGO PENSION CONSULTANTS INC Service code 13 5628 COPLEY DR · SAN DIEGO, CA 92111 | Contract Administrator | $5,261 |
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 | $51,682 | $51,447+0.5% | $104,607-50.6% | $73,409-29.6% |
| Participation rate | 93.0% | 68.2%+24.8pp | 74.1%+19.0pp | 72.2%+20.9pp |
| Annual return | 76.52% | 25.06%+51.5pp | 340.46%-263.9pp | 59.29%+17.2pp |
| Employer contribution / active EE | $2,640 | $1,441+83.2% | $2,681-1.5% | $2,234+18.2% |
| Participant deferral / active EE | $8,666 | $3,058+183.4% | $3,740+131.7% | $3,805+127.7% |
| Admin fee / account holder | $180 | $122+47.2% | $6,473-97.2% | $158+13.7% |