Filed October 29, 2014 (most recent of 3 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 | $3,059 |
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 | $66,779 | $81,537-18.1% | $149,718-55.4% | $69,631-4.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 19.19% | 22.79%-3.6pp | 1501.63%-1482.4pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $4,500 | $3,239+38.9% | $5,445-17.4% | $2,032+121.5% |
| Participant deferral / active EE | $3,983 | $4,994-20.3% | $6,569-39.4% | $3,224+23.5% |
| Admin fee / account holder | $6 | $107-94.7% | $11,283-99.9% | $110-94.9% |