Filed April 4, 2022 (most recent of 2 filings on file)
Total covered: 315 employees
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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,600 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,272 | $57,921+24.8% | $84,750-14.7% | $57,658+25.3% |
| Participation rate | 89.9% | 72.9%+17.0pp | 76.6%+13.3pp | 70.2%+19.7pp |
| Annual return | 9.27% | 10.24%-1.0pp | 22.78%-13.5pp | 5.13%+4.1pp |
| Employer contribution / active EE | $3,878 | $2,598+49.3% | $3,574+8.5% | $1,974+96.5% |
| Participant deferral / active EE | $7,747 | $2,742+182.5% | $3,712+108.7% | $3,061+153.1% |
| Admin fee / account holder | $10 | $130-92.6% | $5,332-99.8% | $95-89.9% |