Filed August 12, 2021
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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $29,921 |
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 | $47,960 | $37,117+29.2% | $147,614-67.5% | $55,191-13.1% |
| Participation rate | 76.0% | 63.6%+12.4pp | 84.6%-8.6pp | 69.2%+6.9pp |
| Annual return | 0.54% | 3.44%-2.9pp | 61.98%-61.4pp | 10.78%-10.2pp |
| Employer contribution / active EE | $3,854 | $1,620+137.8% | $5,564-30.7% | $1,899+103.0% |
| Participant deferral / active EE | $5,236 | $1,985+163.7% | $4,895+7.0% | $3,046+71.9% |
| Admin fee / account holder | $110 | $86+28.6% | $11,611-99.1% | $91+21.2% |