Filed April 18, 2001 (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 | $282,297 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $67,750 |
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 | $182,861 | $95,776+90.9% | $162,163+12.8% | $77,787+135.1% |
| Participation rate | 92.8% | 88.6%+4.1pp | 87.6%+5.2pp | 73.2%+19.6pp |
| Annual return | 21.84% | 37.03%-15.2pp | 115.59%-93.8pp | 32.57%-10.7pp |
| Employer contribution / active EE | $7,289 | $3,874+88.2% | $5,614+29.8% | $2,504+191.0% |
| Participant deferral / active EE | $13,690 | $6,125+123.5% | $7,298+87.6% | $3,967+245.1% |
| Admin fee / account holder | $0 | $88-100.0% | $10,843-100.0% | $100-100.0% |