Filed April 22, 2025 (most recent of 4 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $682,671 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $18,402 | $106,222-82.7% | $379,746-95.2% | $106,222-82.7% |
| Participation rate | 74.0% | 70.8%+3.2pp | 78.4%-4.4pp | 70.8%+3.2pp |
| Annual return | 9.22% | 21.69%-12.5pp | 34.90%-25.7pp | 21.69%-12.5pp |
| Employer contribution / active EE | $616 | $2,723-77.4% | $3,540-82.6% | $2,723-77.4% |
| Participant deferral / active EE | $1,404 | $4,600-69.5% | $6,024-76.7% | $4,600-69.5% |
| Admin fee / account holder | $44 | $78-44.0% | $7,927-99.4% | $78-44.0% |