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 | $35,816 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Distribution (12b-1) fees; Securities... | $365 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,150 | $78,339+221.9% | $85,682+194.3% | $93,030+171.0% |
| Participation rate | 94.0% | 72.5%+21.6pp | 69.9%+24.2pp | 73.9%+20.1pp |
| Annual return | 16.04% | 21.17%-5.1pp | 21.49%-5.5pp | 158.70%-142.7pp |
| Employer contribution / active EE | $6,094 | $2,560+138.1% | $2,618+132.8% | $2,706+125.2% |
| Participant deferral / active EE | $10,195 | $3,882+162.6% | $3,923+159.9% | $4,562+123.5% |
| Admin fee / account holder | $26 | $104-75.0% | $6,873-99.6% | $152-82.9% |