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 | $28,849 |
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 | $148,849 | $66,310+124.5% | $93,606+59.0% | $65,185+128.4% |
| Participation rate | 85.4% | 74.0%+11.4pp | 75.8%+9.6pp | 70.2%+15.2pp |
| Annual return | 21.16% | 42.58%-21.4pp | 32.76%-11.6pp | 29.38%-8.2pp |
| Employer contribution / active EE | $4,335 | $2,012+115.5% | $2,718+59.5% | $2,177+99.2% |
| Participant deferral / active EE | $7,537 | $3,342+125.5% | $4,069+85.2% | $3,514+114.5% |
| Admin fee / account holder | $118 | $6,897-98.3% | $7,888-98.5% | $847-86.1% |