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 | $57,129 |
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 | $60,731 | $40,174+51.2% | $84,015-27.7% | $67,579-10.1% |
| Participation rate | 74.4% | 62.7%+11.7pp | 69.0%+5.4pp | 71.3%+3.1pp |
| Annual return | 21.18% | 25.82%-4.6pp | 71.31%-50.1pp | 378.56%-357.4pp |
| Employer contribution / active EE | $1,521 | $808+88.3% | $1,983-23.3% | $2,148-29.2% |
| Participant deferral / active EE | $3,368 | $2,301+46.4% | $3,239+4.0% | $3,539-4.8% |
| Admin fee / account holder | $184 | $128+43.2% | $6,101-97.0% | $142+29.1% |