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 | $2,196 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,180 | $88,122-57.8% | $141,162-73.7% | $67,579-45.0% |
| Participation rate | 93.4% | 76.5%+17.0pp | 82.5%+10.9pp | 71.3%+22.1pp |
| Annual return | 23.08% | 75.40%-52.3pp | 71.39%-48.3pp | 378.56%-355.5pp |
| Employer contribution / active EE | $1,368 | $3,224-57.6% | $4,735-71.1% | $2,148-36.3% |
| Participant deferral / active EE | $2,331 | $5,958-60.9% | $6,709-65.3% | $3,539-34.2% |
| Admin fee / account holder | $8 | $131-93.8% | $10,261-99.9% | $142-94.3% |