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 9-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 | $425 |
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 | $29,286 | $56,640-48.3% | $80,975-63.8% | $57,658-49.2% |
| Participation rate | 92.5% | 75.9%+16.6pp | 75.8%+16.7pp | 70.2%+22.3pp |
| Annual return | 0.00% | 19.97%-20.0pp | 17.10%-17.1pp | 5.13%-5.1pp |
| Employer contribution / active EE | $5,001 | $2,085+139.8% | $3,714+34.6% | $1,974+153.4% |
| Participant deferral / active EE | $5,970 | $4,944+20.8% | $5,696+4.8% | $3,061+95.1% |
| Admin fee / account holder | $3 | $87-96.3% | $5,516-99.9% | $95-96.6% |