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 | $250 |
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 | $25,088 | $57,976-56.7% | $62,995-60.2% | $62,292-59.7% |
| Participation rate | 98.5% | 75.9%+22.5pp | 74.8%+23.7pp | 69.5%+28.9pp |
| Annual return | 0.00% | 17.54%-17.5pp | 87.57%-87.6pp | 28.90%-28.9pp |
| Employer contribution / active EE | $3,187 | $2,415+32.0% | $2,759+15.5% | $2,042+56.0% |
| Participant deferral / active EE | $6,098 | $2,956+106.3% | $3,329+83.2% | $3,169+92.4% |
| Admin fee / account holder | $2 | $276-99.3% | $3,600-99.9% | $479-99.6% |