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 | $48,402 | $59,535-18.7% | $90,160-46.3% | $62,292-22.3% |
| Participation rate | 70.4% | 73.0%-2.6pp | 76.9%-6.5pp | 69.5%+0.9pp |
| Annual return | 18.56% | 23.53%-5.0pp | 34.88%-16.3pp | 28.90%-10.3pp |
| Employer contribution / active EE | $583 | $1,826-68.1% | $3,318-82.4% | $2,042-71.5% |
| Participant deferral / active EE | $3,228 | $4,639-30.4% | $5,288-39.0% | $3,169+1.9% |
| Admin fee / account holder | $58 | $337-82.8% | $5,943-99.0% | $479-87.9% |