See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,928 |
FIDUCIA GROUP LLC1 year Service code 27 100 W STATION SQ DR STE 615 · PITTSBURGH, PA 15219 | Advisory (Plan) | $20,000 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 115 SOUTH 84 ST STE 400 · MILWAUKEE, WI 53214 | Accounting | $9,012 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $144 |
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 | $84,397 | $80,753+4.5% | $136,294-38.1% | $62,292+35.5% |
| Participation rate | 94.9% | 73.5%+21.4pp | 81.9%+13.0pp | 69.5%+25.4pp |
| Annual return | 21.65% | 35.83%-14.2pp | 5155.94%-5134.3pp | 28.90%-7.2pp |
| Employer contribution / active EE | $3,516 | $2,884+21.9% | $4,695-25.1% | $2,042+72.2% |
| Participant deferral / active EE | $6,741 | $5,164+30.5% | $6,247+7.9% | $3,169+112.7% |
| Admin fee / account holder | $211 | $525-59.8% | $9,243-97.7% | $479-55.9% |