Filed October 25, 2017 (most recent of 6 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 15 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $581,229 |
NEPC, LLC5+ years Filed as: NEPC LLC Service code 16 · EIN 04-2927339 | Consulting | $74,859 |
Service code 16 · EIN 53-0181291 | Consulting | $19,378 |
GEORGE JOHNSON & COMPANY5+ years Service code 10 · EIN 38-2029668 | Accounting | $19,025 |
CLARK HILL PLC3 years Service code 29 · EIN 38-0425840 | Legal | $7,788 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; D... | $3,475 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,327 | $58,202+3.7% | $172,739-65.1% | $89,569-32.6% |
| Participation rate | 99.1% | 72.8%+26.3pp | 82.6%+16.5pp | 69.6%+29.6pp |
| Annual return | 18.11% | 61.59%-43.5pp | 802.84%-784.7pp | 34.56%-16.4pp |
| Employer contribution / active EE | $3,137 | $1,759+78.4% | $5,143-39.0% | $2,584+21.4% |
| Participant deferral / active EE | $1,550 | $3,335-53.5% | $5,198-70.2% | $4,220-63.3% |
| Admin fee / account holder | $27 | $53-49.3% | $13,954-99.8% | $72-62.8% |