Filed March 23, 2016 (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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $360 |
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 | $196,568 | $136,307+44.2% | $177,821+10.5% | $73,488+167.5% |
| Participation rate | 98.0% | 86.1%+11.9pp | 87.7%+10.3pp | 70.7%+27.4pp |
| Annual return | 14.66% | 18.68%-4.0pp | 48.32%-33.7pp | 28.51%-13.8pp |
| Employer contribution / active EE | $9,125 | $3,712+145.8% | $5,918+54.2% | $2,270+302.0% |
| Participant deferral / active EE | $4,468 | $5,829-23.3% | $7,714-42.1% | $3,740+19.5% |
| Admin fee / account holder | $2 | $596-99.7% | $12,427-100.0% | $513-99.7% |