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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $28,936 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,707 | $55,453-75.3% | $170,442-92.0% | $62,292-78.0% |
| Participation rate | 78.1% | 66.4%+11.7pp | 83.6%-5.5pp | 69.5%+8.6pp |
| Annual return | 16.85% | 21.38%-4.5pp | 205.93%-189.1pp | 28.90%-12.0pp |
| Employer contribution / active EE | $619 | $2,164-71.4% | $5,433-88.6% | $2,042-69.7% |
| Participant deferral / active EE | $1,682 | $2,303-27.0% | $4,939-66.0% | $3,169-46.9% |
| Admin fee / account holder | $78 | $455-82.9% | $13,880-99.4% | $479-83.8% |