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 | $1,075 |
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 | $61,005 | $80,005-23.7% | $140,016-56.4% | $55,725+9.5% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -6.17% | 0.46%-6.6pp | 651.12%-657.3pp | 244.93%-251.1pp |
| Employer contribution / active EE | $4,608 | $3,403+35.4% | $5,606-17.8% | $2,078+121.7% |
| Participant deferral / active EE | $4,228 | $5,264-19.7% | $6,927-39.0% | $3,356+26.0% |
| Admin fee / account holder | $2 | $116-98.7% | $10,705-100.0% | $115-98.7% |