Filed March 7, 1997
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 | $98,679 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $176,573 | $70,428+150.7% | $96,562+82.9% | $85,850+105.7% |
| Participation rate | 87.8% | 61.8%+25.9pp | 69.8%+17.9pp | 69.3%+18.4pp |
| Annual return | 9.60% | 18.59%-9.0pp | 37.78%-28.2pp | 318.53%-308.9pp |
| Employer contribution / active EE | $1,560 | $1,413+10.4% | $2,356-33.8% | $2,565-39.2% |
| Participant deferral / active EE | $4,094 | $2,894+41.5% | $3,849+6.4% | $3,952+3.6% |
| Admin fee / account holder | $914 | $4,997-81.7% | $6,181-85.2% | $6,260-85.4% |