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 | $29,979 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,346 | $136,307-49.9% | $177,821-61.6% | $73,488-7.0% |
| Participation rate | 97.6% | 86.1%+11.5pp | 87.7%+9.8pp | 70.7%+26.9pp |
| Annual return | 26.29% | 18.68%+7.6pp | 48.32%-22.0pp | 28.51%-2.2pp |
| Employer contribution / active EE | $3,765 | $3,712+1.4% | $5,918-36.4% | $2,270+65.8% |
| Participant deferral / active EE | $8,634 | $5,829+48.1% | $7,714+11.9% | $3,740+130.9% |
| Admin fee / account holder | $130 | $596-78.2% | $12,427-99.0% | $513-74.7% |