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 | $1,250 |
Filed as: BREMER TRUST NA Service code 21 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Bank Trustee | $180 |
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 | $39,929 | $47,977-16.8% | $154,107-74.1% | $56,287-29.1% |
| Participation rate | 86.8% | 66.2%+20.6pp | 83.0%+3.7pp | 69.9%+16.9pp |
| Annual return | -5.60% | 3.54%-9.1pp | 735.12%-740.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $2,910 | $2,169+34.2% | $5,298-45.1% | $2,111+37.9% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $6 | $438-98.7% | $13,411-100.0% | $521-98.9% |