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 | $110 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,106 | $136,307-60.3% | $177,821-69.6% | $73,488-26.4% |
| Participation rate | 94.6% | 86.1%+8.5pp | 87.7%+6.9pp | 70.7%+23.9pp |
| Annual return | 15.56% | 18.68%-3.1pp | 48.32%-32.8pp | 28.51%-12.9pp |
| Employer contribution / active EE | $4,217 | $3,712+13.6% | $5,918-28.7% | $2,270+85.8% |
| Participant deferral / active EE | $7,751 | $5,829+33.0% | $7,714+0.5% | $3,740+107.3% |
| Admin fee / account holder | $221 | $596-62.9% | $12,427-98.2% | $513-57.0% |