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 | $65,607 |
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 | $144,985 | $88,515+63.8% | $162,163-10.6% | $67,579+114.5% |
| Participation rate | 98.5% | 86.8%+11.7pp | 87.6%+10.9pp | 71.3%+27.2pp |
| Annual return | 23.62% | 27.04%-3.4pp | 115.59%-92.0pp | 378.56%-354.9pp |
| Employer contribution / active EE | $3,298 | $3,563-7.4% | $5,614-41.2% | $2,148+53.6% |
| Participant deferral / active EE | $9,754 | $5,724+70.4% | $7,298+33.7% | $3,539+175.6% |
| Admin fee / account holder | $136 | $124+10.1% | $10,843-98.7% | $142-4.3% |