Filed December 18, 2017
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 | $24,352 |
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 | $53,329 | $42,548+25.3% | $74,550-28.5% | $56,287-5.3% |
| Participation rate | 72.7% | 60.5%+12.2pp | 69.1%+3.5pp | 69.9%+2.8pp |
| Annual return | -6.09% | 12.40%-18.5pp | 32.53%-38.6pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,207 | $855+41.1% | $1,961-38.5% | $2,111-42.8% |
| Participant deferral / active EE | $3,437 | $2,277+50.9% | $3,108+10.6% | $3,350+2.6% |
| Admin fee / account holder | $178 | $467-62.0% | $5,060-96.5% | $521-65.9% |