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 | $17,391 |
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 | $16,498 | $61,156-73.0% | $185,823-91.1% | $79,386-79.2% |
| Participation rate | 71.9% | 66.6%+5.3pp | 81.7%-9.8pp | 70.7%+1.2pp |
| Annual return | 13.40% | 19.45%-6.1pp | 122.05%-108.7pp | 116.85%-103.5pp |
| Employer contribution / active EE | $391 | $2,321-83.2% | $5,167-92.4% | $2,427-83.9% |
| Participant deferral / active EE | $1,809 | $2,789-35.1% | $5,568-67.5% | $4,046-55.3% |
| Admin fee / account holder | $47 | $710-93.4% | $16,237-99.7% | $626-92.6% |