Filed May 7, 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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,655 | $73,102-55.3% | $123,544-73.6% | $56,287-42.0% |
| Participation rate | 68.3% | 74.3%-6.0pp | 82.3%-14.0pp | 69.9%-1.5pp |
| Annual return | -2.95% | 3.01%-6.0pp | 119.20%-122.1pp | -9.96%+7.0pp |
| Employer contribution / active EE | $1,776 | $2,977-40.3% | $4,628-61.6% | $2,111-15.9% |
| Participant deferral / active EE | $4,549 | $5,423-16.1% | $6,426-29.2% | $3,350+35.8% |
| Admin fee / account holder | $4 | $554-99.3% | $9,284-100.0% | $521-99.2% |