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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $139,577 | $79,523+75.5% | $140,016-0.3% | $56,287+148.0% |
| Participation rate | 58.2% | 85.7%-27.5pp | 87.5%-29.2pp | 69.9%-11.6pp |
| Annual return | -3.09% | 2.39%-5.5pp | 651.12%-654.2pp | -9.96%+6.9pp |
| Employer contribution / active EE | $4,140 | $3,350+23.6% | $5,606-26.1% | $2,111+96.1% |
| Participant deferral / active EE | $4,092 | $5,129-20.2% | $6,927-40.9% | $3,350+22.2% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |