Filed September 8, 2006
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 | $257,505 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $100,388 | $82,783+21.3% | $133,956-25.1% | $90,288+11.2% |
| Participation rate | 97.9% | 81.3%+16.6pp | 79.8%+18.1pp | 73.4%+24.6pp |
| Annual return | 10.25% | 21.89%-11.6pp | 45.09%-34.8pp | 53.97%-43.7pp |
| Employer contribution / active EE | $1,303 | $2,388-45.4% | $3,919-66.7% | $2,524-48.4% |
| Participant deferral / active EE | $4,325 | $4,291+0.8% | $5,048-14.3% | $4,232+2.2% |
| Admin fee / account holder | $106 | $93+14.3% | $8,927-98.8% | $114-6.9% |