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 | $3,938 |
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 | $168,850 | $98,982+70.6% | $162,163+4.1% | $65,185+159.0% |
| Participation rate | 89.3% | 85.8%+3.5pp | 87.6%+1.7pp | 70.2%+19.1pp |
| Annual return | 21.52% | 24.84%-3.3pp | 115.59%-94.1pp | 29.38%-7.9pp |
| Employer contribution / active EE | $2,410 | $3,467-30.5% | $5,614-57.1% | $2,177+10.7% |
| Participant deferral / active EE | $9,130 | $5,384+69.6% | $7,298+25.1% | $3,514+159.8% |
| Admin fee / account holder | $4 | $596-99.3% | $10,843-100.0% | $847-99.5% |