Filed October 18, 2023 (most recent of 3 filings on file)
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 | $15,307 |
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 | $185,572 | $73,102+153.9% | $123,544+50.2% | $56,287+229.7% |
| Participation rate | 99.1% | 74.3%+24.8pp | 82.3%+16.8pp | 69.9%+29.2pp |
| Annual return | -0.20% | 3.01%-3.2pp | 119.20%-119.4pp | -9.96%+9.8pp |
| Employer contribution / active EE | $6,912 | $2,977+132.2% | $4,628+49.4% | $2,111+227.4% |
| Participant deferral / active EE | $11,697 | $5,423+115.7% | $6,426+82.0% | $3,350+249.2% |
| Admin fee / account holder | $17 | $554-96.9% | $9,284-99.8% | $521-96.7% |