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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $182,899 |
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 | $78,494 | $110,699-29.1% | $177,821-55.9% | $90,288-13.1% |
| Participation rate | 83.1% | 88.3%-5.2pp | 87.7%-4.6pp | 73.4%+9.8pp |
| Annual return | 21.26% | 22.79%-1.5pp | 48.32%-27.1pp | 53.97%-32.7pp |
| Employer contribution / active EE | $3,392 | $4,118-17.6% | $5,918-42.7% | $2,524+34.4% |
| Participant deferral / active EE | $5,097 | $6,731-24.3% | $7,714-33.9% | $4,232+20.4% |
| Admin fee / account holder | $129 | $90+43.1% | $12,427-99.0% | $114+12.9% |