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 | $6,838 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,808 | $56,152-34.4% | $185,823-80.2% | $73,409-49.9% |
| Participation rate | 99.1% | 67.6%+31.5pp | 78.0%+21.0pp | 72.2%+26.9pp |
| Annual return | 16.04% | 17.59%-1.5pp | 35.95%-19.9pp | 59.29%-43.3pp |
| Employer contribution / active EE | $1,542 | $1,532+0.7% | $4,087-62.3% | $2,234-31.0% |
| Participant deferral / active EE | $4,519 | $3,659+23.5% | $5,632-19.8% | $3,805+18.8% |
| Admin fee / account holder | $12 | $132-91.0% | $9,500-99.9% | $158-92.5% |