Filed April 22, 2006
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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,920 |
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 | $168,383 | $59,186+184.5% | $76,768+119.3% | $56,287+199.2% |
| Participation rate | 97.4% | 75.2%+22.2pp | 77.0%+20.5pp | 69.9%+27.6pp |
| Annual return | -6.76% | 6.62%-13.4pp | 2.43%-9.2pp | -9.96%+3.2pp |
| Employer contribution / active EE | $7,418 | $1,759+321.8% | $2,485+198.5% | $2,111+251.4% |
| Participant deferral / active EE | $5,834 | $3,255+79.3% | $3,852+51.5% | $3,350+74.2% |
| Admin fee / account holder | $85 | $489-82.7% | $6,675-98.7% | $521-83.8% |