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 | $6,522 |
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 | $146,880 | $70,002+109.8% | $115,037+27.7% | $52,331+180.7% |
| Participation rate | 98.0% | 72.1%+25.9pp | 81.4%+16.7pp | 68.1%+29.9pp |
| Annual return | 0.11% | 4.04%-3.9pp | 26.14%-26.0pp | 4.54%-4.4pp |
| Employer contribution / active EE | $2,806 | $2,715+3.4% | $4,608-39.1% | $1,882+49.1% |
| Participant deferral / active EE | $5,717 | $4,920+16.2% | $6,026-5.1% | $3,022+89.2% |
| Admin fee / account holder | $51 | $566-90.9% | $8,175-99.4% | $592-91.3% |