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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $3,462 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,034 | $86,286-52.4% | $111,297-63.1% | $85,850-52.2% |
| Participation rate | 90.8% | 73.3%+17.5pp | 77.3%+13.5pp | 69.3%+21.5pp |
| Annual return | 13.49% | 19.99%-6.5pp | 54.65%-41.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,325 | $2,043-35.1% | $2,731-51.5% | $2,565-48.3% |
| Participant deferral / active EE | $2,592 | $3,641-28.8% | $4,487-42.2% | $3,952-34.4% |
| Admin fee / account holder | $3,476 | $8,188-57.5% | $7,964-56.4% | $6,260-44.5% |