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 | $67,716 |
Annual investment return 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 | $52,989 | $80,005-33.8% | $140,016-62.2% | $55,725-4.9% |
| Participation rate | 95.3% | 87.0%+8.3pp | 87.5%+7.8pp | 70.9%+24.4pp |
| Annual return | -6.86% | 0.46%-7.3pp | 651.12%-658.0pp | 244.93%-251.8pp |
| Employer contribution / active EE | $2,817 | $3,403-17.2% | $5,606-49.7% | $2,078+35.6% |
| Participant deferral / active EE | $3,625 | $5,264-31.1% | $6,927-47.7% | $3,356+8.0% |
| Admin fee / account holder | $128 | $116+10.9% | $10,705-98.8% | $115+11.3% |