Filed October 18, 2004
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 | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $80,048 | $39,245+104.0% | $64,105+24.9% | $52,331+53.0% |
| Participation rate | 56.9% | 58.2%-1.3pp | 68.2%-11.3pp | 68.1%-11.2pp |
| Annual return | -2.51% | 14.79%-17.3pp | 791.24%-793.8pp | 4.54%-7.1pp |
| Employer contribution / active EE | $327 | $736-55.6% | $1,820-82.0% | $1,882-82.6% |
| Participant deferral / active EE | $1,503 | $1,992-24.5% | $2,822-46.7% | $3,022-50.3% |
| Admin fee / account holder | $18 | $592-96.9% | $4,499-99.6% | $592-96.9% |