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 | $190,206 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,892 | $118,337-20.7% | $189,513-50.5% | $93,030+0.9% |
| Participation rate | 87.6% | 89.1%-1.4pp | 87.8%-0.2pp | 73.9%+13.7pp |
| Annual return | 15.85% | 21.77%-5.9pp | 555.15%-539.3pp | 158.70%-142.9pp |
| Employer contribution / active EE | $3,710 | $4,204-11.8% | $6,162-39.8% | $2,706+37.1% |
| Participant deferral / active EE | $5,732 | $7,123-19.5% | $8,221-30.3% | $4,562+25.6% |
| Admin fee / account holder | $134 | $100+34.9% | $12,045-98.9% | $152-11.4% |