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 | $9,941 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,944 | $59,263+185.1% | $96,562+75.0% | $79,386+112.8% |
| Participation rate | 95.7% | 61.9%+33.8pp | 69.8%+25.9pp | 70.7%+25.0pp |
| Annual return | 15.37% | 27.07%-11.7pp | 37.78%-22.4pp | 116.85%-101.5pp |
| Employer contribution / active EE | $5,881 | $1,216+383.8% | $2,356+149.6% | $2,427+142.3% |
| Participant deferral / active EE | $12,192 | $2,948+313.6% | $3,849+216.8% | $4,046+201.4% |
| Admin fee / account holder | $65 | $658-90.2% | $6,181-99.0% | $626-89.7% |