Filed November 6, 2008 (most recent of 4 filings on file)
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 | $66,691 |
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 | $56,251 | $81,537-31.0% | $149,718-62.4% | $69,631-19.2% |
| Participation rate | 94.6% | 86.1%+8.5pp | 87.1%+7.5pp | 70.7%+23.9pp |
| Annual return | 16.00% | 22.79%-6.8pp | 1501.63%-1485.6pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $2,272 | $3,239-29.9% | $5,445-58.3% | $2,032+11.8% |
| Participant deferral / active EE | $3,235 | $4,994-35.2% | $6,569-50.7% | $3,224+0.4% |
| Admin fee / account holder | $119 | $107+11.6% | $11,283-98.9% | $110+8.0% |