Filed May 22, 2024 (most recent of 3 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 | $3,500 |
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 | $69,535 | $49,177+41.4% | $79,464-12.5% | $64,186+8.3% |
| Participation rate | 93.0% | 65.0%+27.9pp | 73.3%+19.6pp | 69.6%+23.4pp |
| Annual return | -6.24% | -1.16%-5.1pp | 718.14%-724.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $4,090 | $2,076+97.0% | $2,800+46.0% | $2,381+71.8% |
| Participant deferral / active EE | $6,043 | $2,821+114.2% | $3,704+63.1% | $3,470+74.2% |
| Admin fee / account holder | $51 | $3,839-98.7% | $5,113-99.0% | $4,888-99.0% |