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 | $13,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,386 | $62,928-64.4% | $172,739-87.0% | $67,579-66.9% |
| Participation rate | 33.8% | 64.5%-30.7pp | 82.6%-48.9pp | 71.3%-37.5pp |
| Annual return | 20.06% | 30.36%-10.3pp | 802.84%-782.8pp | 378.56%-358.5pp |
| Employer contribution / active EE | $378 | $1,636-76.9% | $5,143-92.6% | $2,148-82.4% |
| Participant deferral / active EE | $992 | $2,145-53.7% | $5,198-80.9% | $3,539-72.0% |
| Admin fee / account holder | $97 | $167-42.0% | $13,954-99.3% | $142-32.1% |