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 | $1,463 |
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 | $129,839 | $73,102+77.6% | $123,544+5.1% | $56,287+130.7% |
| Participation rate | 98.3% | 74.3%+24.0pp | 82.3%+16.0pp | 69.9%+28.5pp |
| Annual return | -4.13% | 3.01%-7.1pp | 119.20%-123.3pp | -9.96%+5.8pp |
| Employer contribution / active EE | $1,293 | $2,977-56.6% | $4,628-72.1% | $2,111-38.8% |
| Participant deferral / active EE | $9,891 | $5,423+82.4% | $6,426+53.9% | $3,350+195.3% |
| Admin fee / account holder | $10 | $554-98.2% | $9,284-99.9% | $521-98.1% |