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 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $74,959 |
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 | $62,914 | $74,024-15.0% | $77,999-19.3% | $57,658+9.1% |
| Participation rate | 92.6% | 79.7%+12.9pp | 75.5%+17.1pp | 70.2%+22.4pp |
| Annual return | 11.00% | 12.14%-1.1pp | 425.96%-415.0pp | 5.13%+5.9pp |
| Employer contribution / active EE | $2,171 | $2,365-8.2% | $2,470-12.1% | $1,974+10.0% |
| Participant deferral / active EE | $5,882 | $3,533+66.5% | $3,497+68.2% | $3,061+92.2% |
| Admin fee / account holder | $84 | $93-10.3% | $5,480-98.5% | $95-11.6% |