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 | $34,983 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,100 | $45,068-57.6% | $67,221-71.6% | $73,409-74.0% |
| Participation rate | 45.3% | 75.3%-30.1pp | 79.4%-34.1pp | 72.2%-26.9pp |
| Annual return | 12.78% | 16.15%-3.4pp | 20.72%-7.9pp | 59.29%-46.5pp |
| Employer contribution / active EE | $685 | $2,041-66.4% | $3,723-81.6% | $2,234-69.3% |
| Participant deferral / active EE | $1,025 | $2,660-61.5% | $4,384-76.6% | $3,805-73.1% |
| Admin fee / account holder | $151 | $111+35.8% | $5,844-97.4% | $158-4.5% |