Filed September 7, 2010 (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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $50,567 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $17,500 |
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 | $59,072 | $39,859+48.2% | $78,689-24.9% | $57,658+2.5% |
| Participation rate | 92.2% | 66.1%+26.1pp | 73.6%+18.6pp | 70.2%+21.9pp |
| Annual return | 9.17% | 18.96%-9.8pp | 62.18%-53.0pp | 5.13%+4.0pp |
| Employer contribution / active EE | $1,234 | $1,786-30.9% | $2,851-56.7% | $1,974-37.5% |
| Participant deferral / active EE | $4,736 | $2,248+110.6% | $3,517+34.7% | $3,061+54.7% |
| Admin fee / account holder | $178 | $76+133.2% | $4,510-96.1% | $95+88.0% |