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 |
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 | $242,199 | $118,337+104.7% | $189,513+27.8% | $93,030+160.3% |
| Participation rate | 96.2% | 89.1%+7.1pp | 87.8%+8.4pp | 73.9%+22.3pp |
| Annual return | 14.04% | 21.77%-7.7pp | 555.15%-541.1pp | 158.70%-144.7pp |
| Employer contribution / active EE | $7,696 | $4,204+83.1% | $6,162+24.9% | $2,706+184.4% |
| Participant deferral / active EE | $15,416 | $7,123+116.4% | $8,221+87.5% | $4,562+237.9% |
| Admin fee / account holder | $0 | $100-100.0% | $12,045-100.0% | $152-100.0% |