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 | $54,050 |
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 | $92,246 | $111,608-17.3% | $177,821-48.1% | $73,409+25.7% |
| Participation rate | 99.8% | 87.9%+12.0pp | 87.7%+12.1pp | 72.2%+27.7pp |
| Annual return | 17.41% | 18.23%-0.8pp | 48.32%-30.9pp | 59.29%-41.9pp |
| Employer contribution / active EE | $6,384 | $3,796+68.2% | $5,918+7.9% | $2,234+185.8% |
| Participant deferral / active EE | $5,573 | $6,199-10.1% | $7,714-27.8% | $3,805+46.4% |
| Admin fee / account holder | $71 | $166-57.0% | $12,427-99.4% | $158-54.9% |