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 | $0 |
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 | $214,408 | $110,699+93.7% | $177,821+20.6% | $90,288+137.5% |
| Participation rate | 93.6% | 88.3%+5.3pp | 87.7%+5.9pp | 73.4%+20.2pp |
| Annual return | 16.27% | 22.79%-6.5pp | 48.32%-32.0pp | 53.97%-37.7pp |
| Employer contribution / active EE | $7,492 | $4,118+81.9% | $5,918+26.6% | $2,524+196.8% |
| Participant deferral / active EE | $13,718 | $6,731+103.8% | $7,714+77.8% | $4,232+224.1% |
| Admin fee / account holder | $0 | $90-100.0% | $12,427-100.0% | $114-100.0% |