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 | $88 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,883 | $84,936+165.9% | $111,297+103.0% | $79,386+184.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 10.20% | 17.45%-7.3pp | 54.65%-44.4pp | 116.85%-106.6pp |
| Employer contribution / active EE | $7,578 | $1,979+282.9% | $2,731+177.5% | $2,427+212.2% |
| Participant deferral / active EE | $5,556 | $3,888+42.9% | $4,487+23.8% | $4,046+37.3% |
| Admin fee / account holder | $3 | $537-99.4% | $7,964-100.0% | $626-99.5% |