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 | $87,262 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 | Other Commissions | $39,552 |
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.)
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 | $104,784 | $54,573+92.0% | $90,951+15.2% | $73,488+42.6% |
| Participation rate | 54.5% | 61.2%-6.7pp | 69.0%-14.5pp | 70.7%-16.2pp |
| Annual return | 15.37% | 16.69%-1.3pp | 134.60%-119.2pp | 28.51%-13.1pp |
| Employer contribution / active EE | $239 | $991-75.9% | $2,122-88.8% | $2,270-89.5% |
| Participant deferral / active EE | $2,523 | $2,517+0.3% | $3,373-25.2% | $3,740-32.5% |
| Admin fee / account holder | $510 | $521-2.1% | $5,959-91.4% | $513-0.5% |