Filed April 15, 2021 (most recent of 2 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 | $15,212 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Distribution (12b-1) fees; Shareholde... | $2,933 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,291 | $57,606+173.0% | $67,313+133.7% | $75,289+108.9% |
| Participation rate | 92.7% | 68.2%+24.4pp | 69.1%+23.6pp | 72.4%+20.2pp |
| Annual return | -5.30% | -0.47%-4.8pp | -4.08%-1.2pp | -0.04%-5.3pp |
| Employer contribution / active EE | $5,791 | $2,206+162.5% | $2,566+125.7% | $2,405+140.8% |
| Participant deferral / active EE | $9,359 | $3,195+193.0% | $3,568+162.3% | $3,739+150.3% |
| Admin fee / account holder | $14 | $83-82.7% | $4,507-99.7% | $102-86.0% |