Filed September 14, 2020 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $32,545 |
NFP RETIREMENT INC2 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $29,826 |
TD AMERITRADE, INC.6+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Employer contribution per participant 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 | $82,701 | $79,519+4.0% | $95,952-13.8% | $73,409+12.7% |
| Participation rate | 90.9% | 81.2%+9.7pp | 77.1%+13.8pp | 72.2%+18.7pp |
| Annual return | 14.05% | 19.20%-5.1pp | 91.61%-77.6pp | 59.29%-45.2pp |
| Employer contribution / active EE | $465 | $2,048-77.3% | $2,541-81.7% | $2,234-79.2% |
| Participant deferral / active EE | $4,771 | $4,138+15.3% | $4,167+14.5% | $3,805+25.4% |
| Admin fee / account holder | $231 | $184+25.3% | $6,795-96.6% | $158+46.3% |