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 | $12,521 |
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 | $215,425 | $73,638+192.5% | $95,952+124.5% | $73,488+193.1% |
| Participation rate | 99.2% | 76.2%+23.0pp | 77.1%+22.1pp | 70.7%+28.5pp |
| Annual return | 13.64% | 16.78%-3.1pp | 91.61%-78.0pp | 28.51%-14.9pp |
| Employer contribution / active EE | $6,367 | $1,863+241.7% | $2,541+150.6% | $2,270+180.5% |
| Participant deferral / active EE | $4,659 | $3,617+28.8% | $4,167+11.8% | $3,740+24.6% |
| Admin fee / account holder | $85 | $482-82.5% | $6,795-98.8% | $513-83.5% |