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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.
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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 | $375 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $114,471 | $89,652+27.7% | $141,162-18.9% | $65,185+75.6% |
| Participation rate | 73.8% | 74.7%-0.9pp | 82.5%-8.7pp | 70.2%+3.6pp |
| Annual return | 3.73% | 32.79%-29.1pp | 71.39%-67.7pp | 29.38%-25.7pp |
| Employer contribution / active EE | $4,047 | $3,065+32.1% | $4,735-14.5% | $2,177+85.9% |
| Participant deferral / active EE | $8,514 | $5,691+49.6% | $6,709+26.9% | $3,514+142.3% |
| Admin fee / account holder | $3 | $569-99.5% | $10,261-100.0% | $847-99.7% |