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 | $300 |
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 | $26,511 | $55,002-51.8% | $59,878-55.7% | $56,287-52.9% |
| Participation rate | 94.8% | 75.9%+18.9pp | 74.7%+20.1pp | 69.9%+25.0pp |
| Annual return | -4.76% | 1.13%-5.9pp | 3.46%-8.2pp | -9.96%+5.2pp |
| Employer contribution / active EE | $3,133 | $2,448+28.0% | $2,722+15.1% | $2,111+48.4% |
| Participant deferral / active EE | $6,119 | $3,121+96.0% | $3,402+79.9% | $3,350+82.7% |
| Admin fee / account holder | $1 | $236-99.4% | $3,590-100.0% | $521-99.7% |