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 | $21,540 |
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 | $109,199 | $118,337-7.7% | $189,513-42.4% | $93,030+17.4% |
| Participation rate | 99.3% | 89.1%+10.2pp | 87.8%+11.5pp | 73.9%+25.4pp |
| Annual return | 16.50% | 21.77%-5.3pp | 555.15%-538.7pp | 158.70%-142.2pp |
| Employer contribution / active EE | $4,563 | $4,204+8.5% | $6,162-26.0% | $2,706+68.6% |
| Participant deferral / active EE | $7,777 | $7,123+9.2% | $8,221-5.4% | $4,562+70.5% |
| Admin fee / account holder | $7 | $100-92.8% | $12,045-99.9% | $152-95.3% |