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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,525 |
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 | $77,693 | $71,802+8.2% | $133,980-42.0% | $57,658+34.7% |
| Participation rate | 70.6% | 85.5%-14.9pp | 87.1%-16.5pp | 70.2%+0.4pp |
| Annual return | 7.80% | 13.51%-5.7pp | 29.30%-21.5pp | 5.13%+2.7pp |
| Employer contribution / active EE | $1,561 | $3,161-50.6% | $5,211-70.0% | $1,974-20.9% |
| Participant deferral / active EE | $5,866 | $4,606+27.4% | $6,282-6.6% | $3,061+91.7% |
| Admin fee / account holder | $6 | $88-92.6% | $9,324-99.9% | $95-93.2% |