Filed August 12, 2021
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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.
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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 | $61,183 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,071 | $46,292+105.4% | $143,757-33.9% | $64,808+46.7% |
| Participation rate | 74.5% | 64.2%+10.3pp | 80.3%-5.8pp | 71.5%+3.0pp |
| Annual return | -15.87% | -10.05%-5.8pp | -0.04%-15.8pp | 32.82%-48.7pp |
| Employer contribution / active EE | $4,198 | $1,910+119.8% | $4,951-15.2% | $2,506+67.5% |
| Participant deferral / active EE | $6,451 | $2,646+143.8% | $5,637+14.4% | $4,310+49.7% |
| Admin fee / account holder | $134 | $154-12.7% | $14,673-99.1% | $188-28.6% |