Filed December 24, 1992
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 | $14,630 |
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 | $98,308 | $98,982-0.7% | $162,163-39.4% | $65,185+50.8% |
| Participation rate | 96.8% | 85.8%+11.0pp | 87.6%+9.2pp | 70.2%+26.6pp |
| Annual return | 21.54% | 24.84%-3.3pp | 115.59%-94.0pp | 29.38%-7.8pp |
| Employer contribution / active EE | $1,971 | $3,467-43.1% | $5,614-64.9% | $2,177-9.4% |
| Participant deferral / active EE | $5,550 | $5,384+3.1% | $7,298-23.9% | $3,514+58.0% |
| Admin fee / account holder | $1 | $596-99.9% | $10,843-100.0% | $847-99.9% |