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 | $72,453 |
LPL FINANCIAL7+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $42,688 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,347 | $59,159+66.2% | $159,960-38.5% | $66,914+47.0% |
| Participation rate | 77.6% | 68.1%+9.5pp | 78.0%-0.4pp | 69.8%+7.8pp |
| Annual return | 10.10% | -12.26%+22.4pp | 408.60%-398.5pp | 1.58%+8.5pp |
| Employer contribution / active EE | $2,013 | $1,983+1.5% | $4,226-52.4% | $2,544-20.9% |
| Participant deferral / active EE | $4,246 | $4,395-3.4% | $6,182-31.3% | $4,237+0.2% |
| Admin fee / account holder | $396 | $591-33.0% | $8,698-95.4% | $593-33.3% |