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 | $950 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,519 | $65,322-1.2% | $70,449-8.4% | $73,488-12.2% |
| Participation rate | 97.1% | 77.0%+20.2pp | 75.1%+22.1pp | 70.7%+26.5pp |
| Annual return | 19.44% | 15.71%+3.7pp | 109.03%-89.6pp | 28.51%-9.1pp |
| Employer contribution / active EE | $3,703 | $2,460+50.5% | $2,737+35.3% | $2,270+63.1% |
| Participant deferral / active EE | $7,378 | $3,375+118.6% | $3,709+98.9% | $3,740+97.3% |
| Admin fee / account holder | $5 | $214-97.5% | $3,845-99.9% | $513-99.0% |