Filed January 19, 2023 (most recent of 3 filings on file)
Total covered: 6 employees
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 | $143,031 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,015 | $67,512-55.5% | $185,823-83.8% | $93,030-67.7% |
| Participation rate | 36.2% | 67.1%-31.0pp | 81.7%-45.5pp | 73.9%-37.7pp |
| Annual return | 11.90% | 21.04%-9.1pp | 122.05%-110.2pp | 158.70%-146.8pp |
| Employer contribution / active EE | $531 | $1,783-70.2% | $5,167-89.7% | $2,706-80.4% |
| Participant deferral / active EE | $1,151 | $3,035-62.1% | $5,568-79.3% | $4,562-74.8% |
| Admin fee / account holder | $193 | $318-39.4% | $16,237-98.8% | $152+26.9% |