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 | $72,811 |
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 | $69,054 | $65,223+5.9% | $80,019-13.7% | $55,725+23.9% |
| Participation rate | 95.8% | 80.6%+15.3pp | 75.8%+20.0pp | 70.9%+25.0pp |
| Annual return | -4.62% | 7.59%-12.2pp | 11.22%-15.8pp | 244.93%-249.5pp |
| Employer contribution / active EE | $2,622 | $2,544+3.1% | $2,468+6.3% | $2,078+26.2% |
| Participant deferral / active EE | $7,286 | $3,881+87.8% | $3,686+97.7% | $3,356+117.1% |
| Admin fee / account holder | $71 | $114-38.2% | $6,521-98.9% | $115-38.7% |