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 37 · EIN 04-2647786 | Loan Processing | $2,529 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $950 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,849 | $65,592-54.5% | $90,160-66.9% | $69,631-57.1% |
| Participation rate | 89.9% | 77.6%+12.2pp | 76.9%+13.0pp | 70.7%+19.2pp |
| Annual return | 25.26% | 57.10%-31.8pp | 34.88%-9.6pp | 27571.02%-27545.8pp |
| Employer contribution / active EE | $350 | $2,193-84.0% | $3,318-89.5% | $2,032-82.8% |
| Participant deferral / active EE | $9,023 | $5,257+71.6% | $5,288+70.6% | $3,224+179.9% |
| Admin fee / account holder | $6 | $86-93.1% | $5,943-99.9% | $110-94.6% |