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 10-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 | $74,849 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,845 | $40,174+78.8% | $84,015-14.5% | $67,579+6.3% |
| Participation rate | 82.9% | 62.7%+20.2pp | 69.0%+13.9pp | 71.3%+11.6pp |
| Annual return | 19.32% | 25.82%-6.5pp | 71.31%-52.0pp | 378.56%-359.2pp |
| Employer contribution / active EE | $1,261 | $808+56.1% | $1,983-36.4% | $2,148-41.3% |
| Participant deferral / active EE | $4,597 | $2,301+99.8% | $3,239+41.9% | $3,539+29.9% |
| Admin fee / account holder | $203 | $128+58.1% | $6,101-96.7% | $142+42.6% |