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 | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,543 | $40,174-63.8% | $84,015-82.7% | $67,579-78.5% |
| Participation rate | 84.2% | 62.7%+21.5pp | 69.0%+15.2pp | 71.3%+12.9pp |
| Annual return | 19.91% | 25.82%-5.9pp | 71.31%-51.4pp | 378.56%-358.6pp |
| Employer contribution / active EE | $776 | $808-3.9% | $1,983-60.9% | $2,148-63.9% |
| Participant deferral / active EE | $1,303 | $2,301-43.4% | $3,239-59.8% | $3,539-63.2% |
| Admin fee / account holder | $89 | $128-30.4% | $6,101-98.5% | $142-37.2% |