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 | $61,290 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,317 | $70,428+112.0% | $96,562+54.6% | $85,850+73.9% |
| Participation rate | 80.2% | 61.8%+18.4pp | 69.8%+10.4pp | 69.3%+10.9pp |
| Annual return | 23.70% | 18.59%+5.1pp | 37.78%-14.1pp | 318.53%-294.8pp |
| Employer contribution / active EE | $1,198 | $1,413-15.2% | $2,356-49.1% | $2,565-53.3% |
| Participant deferral / active EE | $2,178 | $2,894-24.7% | $3,849-43.4% | $3,952-44.9% |
| Admin fee / account holder | $494 | $4,997-90.1% | $6,181-92.0% | $6,260-92.1% |