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 | $101,848 |
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 | $64,478 | $65,118-1.0% | $76,768-16.0% | $55,725+15.7% |
| Participation rate | 87.9% | 79.6%+8.3pp | 77.0%+11.0pp | 70.9%+17.1pp |
| Annual return | -3.39% | -1.27%-2.1pp | 2.43%-5.8pp | 244.93%-248.3pp |
| Employer contribution / active EE | $806 | $1,941-58.5% | $2,485-67.6% | $2,078-61.2% |
| Participant deferral / active EE | $5,612 | $3,688+52.2% | $3,852+45.7% | $3,356+67.3% |
| Admin fee / account holder | $164 | $116+41.3% | $6,675-97.5% | $115+42.2% |