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 | $22,329 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Distribution (12b-1) fees; Shareholde... | $2,461 |
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 | $193,002 | $67,598+185.5% | $75,886+154.3% | $77,787+148.1% |
| Participation rate | 93.5% | 69.6%+24.0pp | 69.3%+24.2pp | 73.2%+20.3pp |
| Annual return | 24.38% | 23.18%+1.2pp | 30.76%-6.4pp | 32.57%-8.2pp |
| Employer contribution / active EE | $5,973 | $2,430+145.8% | $2,500+138.9% | $2,504+138.5% |
| Participant deferral / active EE | $9,815 | $3,502+180.3% | $3,603+172.4% | $3,967+147.4% |
| Admin fee / account holder | $19 | $96-80.1% | $5,418-99.6% | $100-80.9% |