Filed January 12, 1998
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $859,516 |
UBS FINANCIAL SERVICES INC3 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $175,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,380 | $38,509+43.8% | $90,645-38.9% | $73,367-24.5% |
| Participation rate | 72.9% | 45.9%+26.9pp | 74.0%-1.2pp | 69.5%+3.4pp |
| Annual return | -19.44% | 2.07%-21.5pp | 1.88%-21.3pp | 173.45%-192.9pp |
| Employer contribution / active EE | $1,081 | $754+43.5% | $2,532-57.3% | $2,499-56.7% |
| Participant deferral / active EE | $3,915 | $1,495+161.8% | $3,425+14.3% | $4,033-2.9% |
| Admin fee / account holder | $48 | $48+0.1% | $4,994-99.0% | $68-29.4% |