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 | $0 |
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 | $54,100 | $59,186-8.6% | $76,768-29.5% | $56,287-3.9% |
| Participation rate | 99.1% | 75.2%+23.9pp | 77.0%+22.2pp | 69.9%+29.3pp |
| Annual return | 0.31% | 6.62%-6.3pp | 2.43%-2.1pp | -9.96%+10.3pp |
| Employer contribution / active EE | $1,558 | $1,759-11.4% | $2,485-37.3% | $2,111-26.2% |
| Participant deferral / active EE | $6,009 | $3,255+84.6% | $3,852+56.0% | $3,350+79.4% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |