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 | $31,327 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,725 | $54,573+36.9% | $90,951-17.8% | $73,488+1.7% |
| Participation rate | 88.7% | 61.2%+27.5pp | 69.0%+19.7pp | 70.7%+18.0pp |
| Annual return | 19.42% | 16.69%+2.7pp | 134.60%-115.2pp | 28.51%-9.1pp |
| Employer contribution / active EE | $963 | $991-2.9% | $2,122-54.6% | $2,270-57.6% |
| Participant deferral / active EE | $3,473 | $2,517+38.0% | $3,373+3.0% | $3,740-7.1% |
| Admin fee / account holder | $184 | $521-64.7% | $5,959-96.9% | $513-64.1% |