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 8-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 | $4,750 |
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 | $74,379 | $75,419-1.4% | $392,568-81.1% | $67,579+10.1% |
| Participation rate | 94.7% | 74.8%+19.9pp | 78.1%+16.7pp | 71.3%+23.5pp |
| Annual return | 25.01% | 36.70%-11.7pp | 24.42%+0.6pp | 378.56%-353.5pp |
| Employer contribution / active EE | $1,706 | $2,636-35.3% | $3,783-54.9% | $2,148-20.6% |
| Participant deferral / active EE | $8,642 | $4,347+98.8% | $5,985+44.4% | $3,539+144.2% |
| Admin fee / account holder | $8 | $114-93.2% | $6,260-99.9% | $142-94.6% |