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 | $43,146 |
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 | $27,346 | $46,292-40.9% | $143,757-81.0% | $64,808-57.8% |
| Participation rate | 98.4% | 64.2%+34.2pp | 80.3%+18.1pp | 71.5%+26.9pp |
| Annual return | -13.24% | -10.05%-3.2pp | -0.04%-13.2pp | 32.82%-46.1pp |
| Employer contribution / active EE | $1,614 | $1,910-15.5% | $4,951-67.4% | $2,506-35.6% |
| Participant deferral / active EE | $3,604 | $2,646+36.2% | $5,637-36.1% | $4,310-16.4% |
| Admin fee / account holder | $77 | $154-50.0% | $14,673-99.5% | $188-59.1% |