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 | $11,983 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,164 | $95,776-80.0% | $162,163-88.2% | $77,787-75.4% |
| Participation rate | 87.6% | 88.6%-1.0pp | 87.6%+0.1pp | 73.2%+14.4pp |
| Annual return | 58.12% | 37.03%+21.1pp | 115.59%-57.5pp | 32.57%+25.5pp |
| Employer contribution / active EE | $1 | $3,874-100.0% | $5,614-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $5,817 | $6,125-5.0% | $7,298-20.3% | $3,967+46.6% |
| Admin fee / account holder | $7 | $88-91.5% | $10,843-99.9% | $100-92.6% |