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 | $680 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,710 | $121,341+79.4% | $189,513+14.9% | $79,386+174.2% |
| Participation rate | 98.7% | 86.1%+12.6pp | 87.8%+10.9pp | 70.7%+28.0pp |
| Annual return | 12.64% | 21.08%-8.4pp | 555.15%-542.5pp | 116.85%-104.2pp |
| Employer contribution / active EE | $8,073 | $3,915+106.2% | $6,162+31.0% | $2,427+232.5% |
| Participant deferral / active EE | $5,103 | $6,395-20.2% | $8,221-37.9% | $4,046+26.1% |
| Admin fee / account holder | $3 | $651-99.5% | $12,045-100.0% | $626-99.5% |