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 | $57,768 |
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 | $71,515 | $75,284-5.0% | $91,001-21.4% | $69,631+2.7% |
| Participation rate | 95.3% | 80.4%+14.9pp | 75.6%+19.7pp | 70.7%+24.6pp |
| Annual return | 21.93% | 48.40%-26.5pp | 4.60%+17.3pp | 27571.02%-27549.1pp |
| Employer contribution / active EE | $2,404 | $2,473-2.8% | $2,456-2.1% | $2,032+18.3% |
| Participant deferral / active EE | $6,464 | $3,700+74.7% | $3,547+82.2% | $3,224+100.5% |
| Admin fee / account holder | $58 | $111-47.6% | $5,417-98.9% | $110-47.5% |