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 | $88,310 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,195 | $93,131+5.4% | $106,548-7.8% | $86,799+13.1% |
| Participation rate | 97.3% | 81.4%+15.9pp | 76.1%+21.2pp | 72.3%+25.1pp |
| Annual return | 10.58% | 19.45%-8.9pp | 26.80%-16.2pp | 97.91%-87.3pp |
| Employer contribution / active EE | $5,285 | $2,895+82.5% | $2,819+87.5% | $2,405+119.7% |
| Participant deferral / active EE | $3,761 | $4,708-20.1% | $4,398-14.5% | $4,131-9.0% |
| Admin fee / account holder | $268 | $145+84.5% | $7,407-96.4% | $170+57.9% |