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 | $23,030 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,817 | $111,491+17.3% | $189,513-31.0% | $86,799+50.7% |
| Participation rate | 99.6% | 87.3%+12.3pp | 87.8%+11.8pp | 72.3%+27.3pp |
| Annual return | 13.84% | 83.50%-69.7pp | 555.15%-541.3pp | 97.91%-84.1pp |
| Employer contribution / active EE | $2,162 | $3,951-45.3% | $6,162-64.9% | $2,405-10.1% |
| Participant deferral / active EE | $6,217 | $6,437-3.4% | $8,221-24.4% | $4,131+50.5% |
| Admin fee / account holder | $27 | $189-85.6% | $12,045-99.8% | $170-83.9% |