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 | $56,883 |
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 | $95,429 | $52,293+82.5% | $178,490-46.5% | $73,409+30.0% |
| Participation rate | 81.6% | 65.3%+16.2pp | 81.9%-0.4pp | 72.2%+9.4pp |
| Annual return | 17.98% | 34.75%-16.8pp | 151.07%-133.1pp | 59.29%-41.3pp |
| Employer contribution / active EE | $4,431 | $1,735+155.3% | $5,011-11.6% | $2,234+98.4% |
| Participant deferral / active EE | $6,271 | $2,332+168.9% | $5,202+20.6% | $3,805+64.8% |
| Admin fee / account holder | $129 | $127+1.5% | $13,984-99.1% | $158-18.1% |