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 | $105,790 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $40,076 |
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 | $119,902 | $85,135+40.8% | $98,907+21.2% | $73,409+63.3% |
| Participation rate | 96.1% | 81.1%+14.9pp | 76.0%+20.1pp | 72.2%+23.9pp |
| Annual return | 20.35% | 19.14%+1.2pp | 196.43%-176.1pp | 59.29%-38.9pp |
| Employer contribution / active EE | $2,892 | $2,721+6.3% | $2,689+7.6% | $2,234+29.5% |
| Participant deferral / active EE | $8,295 | $4,349+90.7% | $4,244+95.4% | $3,805+118.0% |
| Admin fee / account holder | $156 | $139+11.9% | $6,642-97.7% | $158-1.3% |