Filed September 17, 2026 (most recent of 2 filings on file)
Total covered: 27 employees
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 | $46,212 |
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 | $44,247 | $48,261-8.3% | $68,793-35.7% | $55,725-20.6% |
| Participation rate | 90.3% | 71.0%+19.3pp | 72.2%+18.1pp | 70.9%+19.5pp |
| Annual return | -6.11% | -2.61%-3.5pp | -4.63%-1.5pp | 244.93%-251.0pp |
| Employer contribution / active EE | $1,948 | $1,742+11.8% | $2,625-25.8% | $2,078-6.2% |
| Participant deferral / active EE | $3,307 | $2,712+21.9% | $3,311-0.1% | $3,356-1.5% |
| Admin fee / account holder | $156 | $126+23.3% | $5,131-97.0% | $115+35.1% |