Filed June 6, 2003
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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $191,952 |
Filed as: ADVISED ASSETS Service code 26 · EIN 84-1532243 | Advisory (Participants) | $164,297 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,279 | $33,283+141.2% | $77,482+3.6% | $93,223-13.9% |
| Participation rate | 30.5% | 33.8%-3.3pp | 54.2%-23.7pp | 74.9%-44.4pp |
| Annual return | 12.82% | 16.24%-3.4pp | 54.79%-42.0pp | 19.29%-6.5pp |
| Employer contribution / active EE | $693 | $311+122.5% | $986-29.7% | $2,680-74.1% |
| Participant deferral / active EE | $1,473 | $886+66.2% | $1,861-20.9% | $4,563-67.7% |
| Admin fee / account holder | $101 | $97+4.6% | $2,858-96.5% | $79+28.1% |