Filed February 20, 2005
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 28 8515 EAST ORCHARD ROAD · GRENNWOOD VILLAGE, CO 80111 | Investment Management | $1,364 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC Service code 13 DBA FUTUREPLAN BY ASCENSUS · DRESHER, PA 19025 | Contract Administrator | $1,275 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $744 |
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 | $216,564 | $118,971+82.0% | $112,977+91.7% | $73,488+194.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.6%+17.4pp | 70.7%+29.3pp |
| Annual return | 17.26% | 17.79%-0.5pp | 24.24%-7.0pp | 28.51%-11.3pp |
| Employer contribution / active EE | $16,319 | $4,091+298.9% | $4,255+283.6% | $2,270+618.9% |
| Participant deferral / active EE | $8,812 | $6,133+43.7% | $5,836+51.0% | $3,740+135.6% |
| Admin fee / account holder | $4 | $573-99.3% | $6,294-99.9% | $513-99.3% |