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 | $48,036 |
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 | $53,854 | $48,064+12.0% | $78,778-31.6% | $69,631-22.7% |
| Participation rate | 70.8% | 61.6%+9.2pp | 69.2%+1.6pp | 70.7%+0.1pp |
| Annual return | 15.58% | 21.81%-6.2pp | 35.62%-20.0pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $1,246 | $744+67.6% | $1,986-37.2% | $2,032-38.7% |
| Participant deferral / active EE | $2,687 | $2,079+29.3% | $2,958-9.2% | $3,224-16.6% |
| Admin fee / account holder | $169 | $152+10.9% | $5,134-96.7% | $110+52.6% |