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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,082 | $40,479-18.3% | $78,210-57.7% | $62,292-46.9% |
| Participation rate | 36.7% | 54.6%-17.9pp | 68.7%-32.0pp | 69.5%-32.8pp |
| Annual return | 14.20% | 66.31%-52.1pp | 40.90%-26.7pp | 28.90%-14.7pp |
| Employer contribution / active EE | $180 | $1,024-82.4% | $2,034-91.1% | $2,042-91.2% |
| Participant deferral / active EE | $1,131 | $1,718-34.1% | $2,823-59.9% | $3,169-64.3% |
| Admin fee / account holder | $0 | $376-100.0% | $3,758-100.0% | $479-100.0% |