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 | $14,626 |
Participant contribution per participant 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 | $56,934 | $85,135-33.1% | $98,907-42.4% | $73,409-22.4% |
| Participation rate | 83.0% | 81.1%+1.9pp | 76.0%+7.0pp | 72.2%+10.8pp |
| Annual return | 12.56% | 19.14%-6.6pp | 196.43%-183.9pp | 59.29%-46.7pp |
| Employer contribution / active EE | $1,617 | $2,721-40.6% | $2,689-39.8% | $2,234-27.6% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,244-100.0% | $3,805-100.0% |
| Admin fee / account holder | $46 | $139-67.2% | $6,642-99.3% | $158-71.1% |