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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,832 | $60,396+4.0% | $111,392-43.6% | $56,287+11.6% |
| Participation rate | 94.8% | 72.4%+22.3pp | 78.9%+15.9pp | 69.9%+24.9pp |
| Annual return | -8.06% | 20.26%-28.3pp | -2.06%-6.0pp | -9.96%+1.9pp |
| Employer contribution / active EE | $4,724 | $3,459+36.6% | $4,328+9.1% | $2,111+123.8% |
| Participant deferral / active EE | $7,317 | $4,421+65.5% | $5,567+31.4% | $3,350+118.4% |
| Admin fee / account holder | $241 | $610-60.6% | $12,266-98.0% | $521-53.8% |