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 | $59,864 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 15 PO BOX 643792 · CINCINNATI, OH 45226 | Recordkeeping | $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 | $68,723 | $46,100+49.1% | $86,590-20.6% | $69,631-1.3% |
| Participation rate | 94.3% | 67.2%+27.1pp | 73.5%+20.7pp | 70.7%+23.6pp |
| Annual return | 14.14% | 21.02%-6.9pp | 964.84%-950.7pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $1,349 | $1,850-27.1% | $2,839-52.5% | $2,032-33.6% |
| Participant deferral / active EE | $5,147 | $2,432+111.7% | $3,609+42.6% | $3,224+59.7% |
| Admin fee / account holder | $188 | $94+100.2% | $4,906-96.2% | $110+70.0% |