Filed October 18, 2004
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 | $83,430 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP INC Service code 27 227 W MONROE STREET SUITE 2020 · CHICAGO, IL 60606 | Advisory (Plan) | $51,745 |
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 | $72,901 | $60,165+21.2% | $74,183-1.7% | $55,167+32.1% |
| Participation rate | 91.8% | 74.2%+17.7pp | 76.6%+15.2pp | 69.0%+22.8pp |
| Annual return | 5.06% | 10.00%-4.9pp | 17.74%-12.7pp | 169.23%-164.2pp |
| Employer contribution / active EE | $945 | $1,600-40.9% | $2,370-60.1% | $1,963-51.9% |
| Participant deferral / active EE | $6,615 | $2,973+122.5% | $3,550+86.4% | $3,054+116.6% |
| Admin fee / account holder | $257 | $419-38.7% | $5,586-95.4% | $504-49.0% |