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 27 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $167,220 |
Filed as: KRAVITZ, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $26,184 |
Service code 10 · EIN 95-4345526 | Accounting | $14,605 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $772,278 | $56,485+1267.2% | $185,823+315.6% | $86,799+789.7% |
| Participation rate | 90.8% | 65.5%+25.3pp | 81.7%+9.1pp | 72.3%+18.5pp |
| Annual return | 17.19% | 118.04%-100.9pp | 122.05%-104.9pp | 97.91%-80.7pp |
| Employer contribution / active EE | $29,720 | $1,843+1512.7% | $5,167+475.1% | $2,405+1135.6% |
| Participant deferral / active EE | $15,421 | $2,553+504.0% | $5,568+177.0% | $4,131+273.3% |
| Admin fee / account holder | $588 | $150+292.8% | $16,237-96.4% | $170+246.5% |