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 | $76,103 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,726 | $64,286+16.2% | $90,951-17.8% | $73,409+1.8% |
| Participation rate | 86.4% | 63.6%+22.8pp | 69.0%+17.4pp | 72.2%+14.3pp |
| Annual return | 12.55% | 21.45%-8.9pp | 134.60%-122.0pp | 59.29%-46.7pp |
| Employer contribution / active EE | $1,679 | $895+87.7% | $2,122-20.9% | $2,234-24.8% |
| Participant deferral / active EE | $5,299 | $2,453+116.0% | $3,373+57.1% | $3,805+39.2% |
| Admin fee / account holder | $218 | $287-24.1% | $5,959-96.3% | $158+38.1% |