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 | $71,063 |
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 | $63,800 | $88,515-27.9% | $162,163-60.7% | $67,579-5.6% |
| Participation rate | 95.6% | 86.8%+8.7pp | 87.6%+8.0pp | 71.3%+24.3pp |
| Annual return | 19.98% | 27.04%-7.1pp | 115.59%-95.6pp | 378.56%-358.6pp |
| Employer contribution / active EE | $2,971 | $3,563-16.6% | $5,614-47.1% | $2,148+38.4% |
| Participant deferral / active EE | $3,898 | $5,724-31.9% | $7,298-46.6% | $3,539+10.1% |
| Admin fee / account holder | $131 | $124+5.6% | $10,843-98.8% | $142-8.2% |