Filed April 24, 1
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 | $938 |
BREMER BANK NATIONAL ASSOCIATION3+ years Filed as: BREMER TRUST, N.A. Service code 21 P.O. BOX 986 · ST. CLOUD, MN 56301 | Bank Trustee | $140 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,722 | $55,453-23.0% | $170,442-74.9% | $62,292-31.4% |
| Participation rate | 85.6% | 66.4%+19.2pp | 83.6%+2.0pp | 69.5%+16.1pp |
| Annual return | 17.03% | 21.38%-4.3pp | 205.93%-188.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $2,850 | $2,164+31.7% | $5,433-47.5% | $2,042+39.5% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $4 | $455-99.0% | $13,880-100.0% | $479-99.1% |