Filed August 12, 2021
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 | $51,874 |
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 | $77,373 | $62,928+23.0% | $172,739-55.2% | $67,579+14.5% |
| Participation rate | 78.9% | 64.5%+14.4pp | 82.6%-3.7pp | 71.3%+7.6pp |
| Annual return | 31.35% | 30.36%+1.0pp | 802.84%-771.5pp | 378.56%-347.2pp |
| Employer contribution / active EE | $4,003 | $1,636+144.7% | $5,143-22.2% | $2,148+86.4% |
| Participant deferral / active EE | $5,509 | $2,145+156.9% | $5,198+6.0% | $3,539+55.7% |
| Admin fee / account holder | $118 | $167-29.1% | $13,954-99.2% | $142-17.0% |