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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,042 | $48,576+58.6% | $169,463-54.5% | $56,287+36.9% |
| Participation rate | 69.5% | 65.8%+3.7pp | 77.8%-8.3pp | 69.9%-0.3pp |
| Annual return | -5.74% | -2.51%-3.2pp | 1.83%-7.6pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,361 | $1,559-12.7% | $4,159-67.3% | $2,111-35.5% |
| Participant deferral / active EE | $2,381 | $3,275-27.3% | $5,277-54.9% | $3,350-28.9% |
| Admin fee / account holder | $351 | $435-19.4% | $9,109-96.2% | $521-32.7% |