Filed December 18, 2015
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 | $8,598 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,111 | $54,320+5.1% | $67,652-15.6% | $52,331+9.1% |
| Participation rate | 94.7% | 73.6%+21.1pp | 75.7%+19.1pp | 68.1%+26.6pp |
| Annual return | -0.95% | 6.81%-7.8pp | 6625.04%-6626.0pp | 4.54%-5.5pp |
| Employer contribution / active EE | $1,187 | $1,544-23.1% | $2,266-47.6% | $1,882-36.9% |
| Participant deferral / active EE | $3,109 | $2,950+5.4% | $3,560-12.7% | $3,022+2.9% |
| Admin fee / account holder | $71 | $527-86.6% | $4,821-98.5% | $592-88.1% |