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 | $15,200 |
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.
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 | $27,012 | $110,699-75.6% | $177,821-84.8% | $90,288-70.1% |
| Participation rate | 90.0% | 88.3%+1.6pp | 87.7%+2.3pp | 73.4%+16.6pp |
| Annual return | 54.42% | 22.79%+31.6pp | 48.32%+6.1pp | 53.97%+0.5pp |
| Employer contribution / active EE | $0 | $4,118-100.0% | $5,918-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $6,795 | $6,731+0.9% | $7,714-11.9% | $4,232+60.6% |
| Admin fee / account holder | $8 | $90-91.6% | $12,427-99.9% | $114-93.4% |