See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,238 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $311 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $10 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,791 | $104,317-91.6% | $159,436-94.5% | $86,799-89.9% |
| Participation rate | 97.0% | 77.7%+19.3pp | 82.8%+14.2pp | 72.3%+24.7pp |
| Annual return | 0.00% | 26.32%-26.3pp | 263.57%-263.6pp | 97.91%-97.9pp |
| Employer contribution / active EE | $2,602 | $3,451-24.6% | $4,829-46.1% | $2,405+8.2% |
| Participant deferral / active EE | $4,398 | $6,837-35.7% | $7,352-40.2% | $4,131+6.5% |
| Admin fee / account holder | $7 | $172-95.9% | $10,799-99.9% | $170-95.8% |