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 7-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 | $48,620 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Securitie... | $125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,684 | $56,485+44.6% | $185,823-56.0% | $86,799-5.9% |
| Participation rate | 71.2% | 65.5%+5.7pp | 81.7%-10.5pp | 72.3%-1.1pp |
| Annual return | 21.92% | 118.04%-96.1pp | 122.05%-100.1pp | 97.91%-76.0pp |
| Employer contribution / active EE | $2,314 | $1,843+25.6% | $5,167-55.2% | $2,405-3.8% |
| Participant deferral / active EE | $5,336 | $2,553+109.0% | $5,568-4.2% | $4,131+29.2% |
| Admin fee / account holder | $118 | $150-20.9% | $16,237-99.3% | $170-30.2% |