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 8-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 | $423 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,132 | $176,491-82.9% | $95,952-68.6% | $90,288-66.6% |
| Participation rate | 99.0% | 86.6%+12.5pp | 77.1%+22.0pp | 73.4%+25.7pp |
| Annual return | 19.50% | 20.14%-0.6pp | 91.61%-72.1pp | 53.97%-34.5pp |
| Employer contribution / active EE | $2,363 | $2,789-15.3% | $2,541-7.0% | $2,524-6.4% |
| Participant deferral / active EE | $4,911 | $5,340-8.0% | $4,167+17.9% | $4,232+16.0% |
| Admin fee / account holder | $111 | $154-27.7% | $6,795-98.4% | $114-2.4% |