Filed January 13, 2006 (most recent of 3 filings on file)
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 | $150,426 |
Service code 52 · EIN 35-0145825 | Indirect Investment Fees | $9,763 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $700 |
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 | $30,969 | $37,213-16.8% | $156,549-80.2% | $63,975-51.6% |
| Participation rate | 96.7% | 65.0%+31.8pp | 84.0%+12.7pp | 71.1%+25.6pp |
| Annual return | 9.79% | 47.89%-38.1pp | 32.23%-22.4pp | 48.65%-38.9pp |
| Employer contribution / active EE | $1,615 | $1,357+19.0% | $5,501-70.6% | $2,182-26.0% |
| Participant deferral / active EE | $3,004 | $2,070+45.1% | $4,871-38.3% | $3,356-10.5% |
| Admin fee / account holder | $53 | $56-5.0% | $13,027-99.6% | $70-24.0% |