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 | $2,750 |
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 | $45,755 | $65,592-30.2% | $90,160-49.3% | $69,631-34.3% |
| Participation rate | 94.5% | 77.6%+16.9pp | 76.9%+17.6pp | 70.7%+23.8pp |
| Annual return | 47.42% | 57.10%-9.7pp | 34.88%+12.5pp | 27571.02%-27523.6pp |
| Employer contribution / active EE | $7,825 | $2,193+256.8% | $3,318+135.8% | $2,032+285.1% |
| Participant deferral / active EE | $10,417 | $5,257+98.2% | $5,288+97.0% | $3,224+223.2% |
| Admin fee / account holder | $13 | $86-85.3% | $5,943-99.8% | $110-88.6% |