Filed October 18, 2004
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 | $27,968 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,799 | $68,544-5.5% | $115,752-44.0% | $69,631-6.9% |
| Participation rate | 87.1% | 74.0%+13.2pp | 77.8%+9.4pp | 70.7%+16.4pp |
| Annual return | 10.52% | 20.97%-10.5pp | 19.41%-8.9pp | 27571.02%-27560.5pp |
| Employer contribution / active EE | $983 | $2,400-59.0% | $3,492-71.8% | $2,032-51.6% |
| Participant deferral / active EE | $2,700 | $3,887-30.5% | $5,204-48.1% | $3,224-16.2% |
| Admin fee / account holder | -$15 | $90-116.8% | $6,278-100.2% | $110-113.8% |