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 | $975 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,378 | $72,177-48.2% | $115,037-67.5% | $59,632-37.3% |
| Participation rate | 73.9% | 72.6%+1.3pp | 81.4%-7.5pp | 68.7%+5.2pp |
| Annual return | -0.72% | 12.02%-12.7pp | 26.14%-26.9pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,816 | $4,783-41.1% | $6,026-53.3% | $3,192-11.8% |
| Admin fee / account holder | $8 | $4,927-99.8% | $8,175-99.9% | $4,297-99.8% |