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 | $33,985 |
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 | $49,170 | $37,044+32.7% | $71,796-31.5% | $57,658-14.7% |
| Participation rate | 74.9% | 61.1%+13.8pp | 69.1%+5.8pp | 70.2%+4.7pp |
| Annual return | 14.46% | 12.64%+1.8pp | 78.04%-63.6pp | 5.13%+9.3pp |
| Employer contribution / active EE | $1,394 | $720+93.5% | $1,924-27.6% | $1,974-29.4% |
| Participant deferral / active EE | $3,023 | $1,974+53.1% | $2,794+8.2% | $3,061-1.2% |
| Admin fee / account holder | $131 | $101+29.5% | $4,815-97.3% | $95+38.3% |