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 | $522,251 |
NEPC, LLC7+ years Filed as: NEPC LLC Service code 16 · EIN 04-2927339 | Consulting | $75,000 |
GEORGE JOHNSON & COMPANY7+ years Service code 10 · EIN 38-2029668 | Accounting | $19,100 |
CLARK HILL PLC5 years Service code 29 · EIN 38-0425840 | Legal | $15,978 |
RENKIM CORPORATION5 years Service code 29 13333 ALLEN RD · SOUTHGATE, MI 48195 | Legal | $12,493 |
WILLIS TOWERS WATSON US LLC3 years Service code 16 · EIN 53-0181291 | Consulting | $9,450 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Other inv... | $3,670 |
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 | $81,321 | $68,062+19.5% | $185,823-56.2% | $106,520-23.7% |
| Participation rate | 98.8% | 75.2%+23.6pp | 81.7%+17.1pp | 71.3%+27.5pp |
| Annual return | 12.24% | 18.20%-6.0pp | 122.05%-109.8pp | 19.28%-7.0pp |
| Employer contribution / active EE | $3,606 | $1,997+80.5% | $5,167-30.2% | $2,840+26.9% |
| Participant deferral / active EE | $1,709 | $3,990-57.2% | $5,568-69.3% | $4,948-65.5% |
| Admin fee / account holder | $28 | $53-46.7% | $16,237-99.8% | $75-62.3% |