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 | $0 |
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 | $53,158 | $58,726-9.5% | $92,233-42.4% | $62,292-14.7% |
| Participation rate | 81.9% | 68.3%+13.5pp | 76.5%+5.4pp | 69.5%+12.4pp |
| Annual return | 21.51% | 43.62%-22.1pp | 176.28%-154.8pp | 28.90%-7.4pp |
| Employer contribution / active EE | $2,093 | $2,392-12.5% | $3,679-43.1% | $2,042+2.5% |
| Participant deferral / active EE | $3,757 | $2,766+35.8% | $3,897-3.6% | $3,169+18.5% |
| Admin fee / account holder | $15 | $556-97.3% | $5,194-99.7% | $479-96.9% |