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 | $29,423 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Other inv... | $568 |
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 | $226,206 | $74,462+203.8% | $81,983+175.9% | $90,288+150.5% |
| Participation rate | 94.4% | 69.7%+24.8pp | 69.2%+25.2pp | 73.4%+21.1pp |
| Annual return | 14.46% | 17.56%-3.1pp | 41.31%-26.9pp | 53.97%-39.5pp |
| Employer contribution / active EE | $7,017 | $2,334+200.6% | $2,498+180.9% | $2,524+178.0% |
| Participant deferral / active EE | $11,093 | $3,602+208.0% | $3,722+198.0% | $4,232+162.1% |
| Admin fee / account holder | $19 | $98-80.2% | $5,664-99.7% | $114-83.0% |