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 | $87,298 |
Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $39,003 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $75,138 | $42,548+76.6% | $74,550+0.8% | $56,287+33.5% |
| Participation rate | 63.9% | 60.5%+3.4pp | 69.1%-5.2pp | 69.9%-5.9pp |
| Annual return | -3.81% | 12.40%-16.2pp | 32.53%-36.3pp | -9.96%+6.2pp |
| Employer contribution / active EE | $236 | $855-72.4% | $1,961-88.0% | $2,111-88.8% |
| Participant deferral / active EE | $2,522 | $2,277+10.8% | $3,108-18.8% | $3,350-24.7% |
| Admin fee / account holder | $443 | $467-5.1% | $5,060-91.2% | $521-14.9% |