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 9-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 | $20,690 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,321 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,947 | $63,114-44.6% | $92,893-62.4% | $65,185-46.4% |
| Participation rate | 70.4% | 68.8%+1.7pp | 76.0%-5.6pp | 70.2%+0.2pp |
| Annual return | 28.41% | 28.75%-0.3pp | 109.41%-81.0pp | 29.38%-1.0pp |
| Employer contribution / active EE | $2,284 | $2,571-11.1% | $3,653-37.5% | $2,177+4.9% |
| Participant deferral / active EE | $4,697 | $3,108+51.1% | $4,236+10.9% | $3,514+33.7% |
| Admin fee / account holder | $203 | $624-67.4% | $5,794-96.5% | $847-76.0% |