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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $21,631 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,476 | $78,275+84.6% | $109,143+32.4% | $86,799+66.4% |
| Participation rate | 95.1% | 73.8%+21.2pp | 75.9%+19.2pp | 72.3%+22.8pp |
| Annual return | 14.08% | 19.14%-5.1pp | 25.75%-11.7pp | 97.91%-83.8pp |
| Employer contribution / active EE | $1,963 | $3,105-36.8% | $3,722-47.3% | $2,405-18.4% |
| Participant deferral / active EE | $6,263 | $3,641+72.0% | $4,653+34.6% | $4,131+51.6% |
| Admin fee / account holder | $25 | $198-87.2% | $6,752-99.6% | $170-85.1% |