Filed September 7, 2021
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 | $888 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,693 | $58,347-38.8% | $85,682-58.3% | $86,799-58.9% |
| Participation rate | 96.3% | 64.9%+31.3pp | 69.9%+26.4pp | 72.3%+24.0pp |
| Annual return | 18.56% | 18.43%+0.1pp | 21.49%-2.9pp | 97.91%-79.3pp |
| Employer contribution / active EE | $2,359 | $1,751+34.7% | $2,618-9.9% | $2,405-1.9% |
| Participant deferral / active EE | $4,590 | $3,065+49.7% | $3,923+17.0% | $4,131+11.1% |
| Admin fee / account holder | $169 | $147+14.7% | $6,873-97.5% | $170-0.3% |