Filed January 2, 2020 (most recent of 5 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 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $154,312 |
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 | $46,671 | $89,274-47.7% | $149,718-68.8% | $77,958-40.1% |
| Participation rate | 96.0% | 87.6%+8.4pp | 87.1%+9.0pp | 71.6%+24.4pp |
| Annual return | 20.93% | 20.36%+0.6pp | 1501.63%-1480.7pp | 20.87%+0.1pp |
| Employer contribution / active EE | $1,905 | $3,727-48.9% | $5,445-65.0% | $2,310-17.6% |
| Participant deferral / active EE | $4,040 | $5,382-24.9% | $6,569-38.5% | $3,537+14.2% |
| Admin fee / account holder | $101 | $240-57.9% | $11,283-99.1% | $97+3.6% |