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 6-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,804 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $464 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Securitie... | $164 |
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 | $77,747 | $74,347+4.6% | $93,606-16.9% | $67,579+15.0% |
| Participation rate | 94.4% | 80.6%+13.7pp | 75.8%+18.5pp | 71.3%+23.1pp |
| Annual return | 0.00% | 28.07%-28.1pp | 32.76%-32.8pp | 378.56%-378.6pp |
| Employer contribution / active EE | $2,722 | $2,583+5.4% | $2,718+0.1% | $2,148+26.7% |
| Participant deferral / active EE | $4,836 | $4,060+19.1% | $4,069+18.9% | $3,539+36.6% |
| Admin fee / account holder | $41 | $123-66.6% | $7,888-99.5% | $142-71.2% |