Filed July 20, 2018
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 | $600 |
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 | $65,319 | $58,726+11.2% | $92,233-29.2% | $62,292+4.9% |
| Participation rate | 76.0% | 68.3%+7.7pp | 76.5%-0.4pp | 69.5%+6.5pp |
| Annual return | 29.35% | 43.62%-14.3pp | 176.28%-146.9pp | 28.90%+0.5pp |
| Employer contribution / active EE | $1,330 | $2,392-44.4% | $3,679-63.8% | $2,042-34.9% |
| Participant deferral / active EE | $4,394 | $2,766+58.9% | $3,897+12.8% | $3,169+38.6% |
| Admin fee / account holder | $44 | $556-92.1% | $5,194-99.1% | $479-90.8% |