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 | $20,215 |
LPL FINANCIAL2+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $7,901 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,449 | $71,192-64.3% | $117,854-78.4% | $62,292-59.1% |
| Participation rate | 85.1% | 74.2%+10.9pp | 79.7%+5.5pp | 69.5%+15.6pp |
| Annual return | 17.49% | 18.66%-1.2pp | 335.08%-317.6pp | 28.90%-11.4pp |
| Employer contribution / active EE | $905 | $1,934-53.2% | $3,786-76.1% | $2,042-55.7% |
| Participant deferral / active EE | $3,374 | $3,189+5.8% | $4,482-24.7% | $3,169+6.5% |
| Admin fee / account holder | $133 | $587-77.4% | $8,020-98.3% | $479-72.3% |