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 | $15,837 |
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 | $20,822 | $52,293-60.2% | $178,490-88.3% | $73,409-71.6% |
| Participation rate | 29.7% | 65.3%-35.6pp | 81.9%-52.2pp | 72.2%-42.4pp |
| Annual return | 12.98% | 34.75%-21.8pp | 151.07%-138.1pp | 59.29%-46.3pp |
| Employer contribution / active EE | $803 | $1,735-53.7% | $5,011-84.0% | $2,234-64.0% |
| Participant deferral / active EE | $1,888 | $2,332-19.0% | $5,202-63.7% | $3,805-50.4% |
| Admin fee / account holder | $112 | $127-12.3% | $13,984-99.2% | $158-29.3% |