Filed September 29, 2012
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 | $2,050 |
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 | $57,618 | $98,982-41.8% | $162,163-64.5% | $65,185-11.6% |
| Participation rate | 96.7% | 85.8%+10.9pp | 87.6%+9.1pp | 70.2%+26.5pp |
| Annual return | 27.38% | 24.84%+2.5pp | 115.59%-88.2pp | 29.38%-2.0pp |
| Employer contribution / active EE | $3,072 | $3,467-11.4% | $5,614-45.3% | $2,177+41.1% |
| Participant deferral / active EE | $7,450 | $5,384+38.4% | $7,298+2.1% | $3,514+112.0% |
| Admin fee / account holder | $135 | $596-77.3% | $10,843-98.8% | $847-84.0% |