Filed December 27, 2019
Total covered: 6 employees
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 | $763 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,540 | $65,409+252.5% | $98,442+134.2% | $85,850+168.5% |
| Participation rate | 96.9% | 65.0%+31.9pp | 73.3%+23.5pp | 69.3%+27.6pp |
| Annual return | 15.19% | 21.76%-6.6pp | 1492.73%-1477.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $13,442 | $2,168+520.1% | $2,960+354.1% | $2,565+424.0% |
| Participant deferral / active EE | $11,770 | $3,166+271.7% | $4,276+175.2% | $3,952+197.8% |
| Admin fee / account holder | $85 | $4,593-98.2% | $5,949-98.6% | $6,260-98.6% |