Filed November 9, 2005 (most recent of 2 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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $268,090 |
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 | $144,758 | $146,341-1.1% | $98,907+46.4% | $93,223+55.3% |
| Participation rate | 96.2% | 89.3%+6.9pp | 76.0%+20.2pp | 74.9%+21.3pp |
| Annual return | 28.93% | 16.85%+12.1pp | 196.43%-167.5pp | 19.29%+9.6pp |
| Employer contribution / active EE | $3,729 | $4,823-22.7% | $2,689+38.7% | $2,680+39.2% |
| Participant deferral / active EE | $5,419 | $7,126-24.0% | $4,244+27.7% | $4,563+18.8% |
| Admin fee / account holder | $32 | $63-48.4% | $6,642-99.5% | $79-59.1% |