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 | $1,891 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,522 | $55,449-68.4% | $83,848-79.1% | $56,287-68.9% |
| Participation rate | 89.8% | 68.0%+21.8pp | 76.1%+13.6pp | 69.9%+19.9pp |
| Annual return | -3.56% | -1.38%-2.2pp | 850.88%-854.4pp | -9.96%+6.4pp |
| Employer contribution / active EE | $778 | $2,430-68.0% | $3,631-78.6% | $2,111-63.1% |
| Participant deferral / active EE | $3,742 | $2,935+27.5% | $4,082-8.3% | $3,350+11.7% |
| Admin fee / account holder | $9 | $656-98.6% | $5,478-99.8% | $521-98.2% |