Filed May 15, 2026 (most recent of 6 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,400 |
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 | $89,099 | $95,776-7.0% | $162,163-45.1% | $77,787+14.5% |
| Participation rate | 98.9% | 88.6%+10.3pp | 87.6%+11.4pp | 73.2%+25.7pp |
| Annual return | 25.04% | 37.03%-12.0pp | 115.59%-90.5pp | 32.57%-7.5pp |
| Employer contribution / active EE | $3,780 | $3,874-2.4% | $5,614-32.7% | $2,504+50.9% |
| Participant deferral / active EE | $6,444 | $6,125+5.2% | $7,298-11.7% | $3,967+62.4% |
| Admin fee / account holder | $7 | $88-92.5% | $10,843-99.9% | $100-93.4% |