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 | $91,104 |
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 | $29,314 | $73,125-59.9% | $125,175-76.6% | $77,787-62.3% |
| Participation rate | 94.4% | 79.4%+15.0pp | 79.8%+14.6pp | 73.2%+21.2pp |
| Annual return | 24.87% | 24.71%+0.2pp | 43.79%-18.9pp | 32.57%-7.7pp |
| Employer contribution / active EE | $839 | $2,413-65.2% | $3,865-78.3% | $2,504-66.5% |
| Participant deferral / active EE | $4,095 | $3,966+3.3% | $4,937-17.0% | $3,967+3.2% |
| Admin fee / account holder | $79 | $89-12.1% | $9,702-99.2% | $100-21.5% |