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 | $71,161 |
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 | $63,943 | $75,419-15.2% | $392,568-83.7% | $67,579-5.4% |
| Participation rate | 88.4% | 74.8%+13.6pp | 78.1%+10.4pp | 71.3%+17.2pp |
| Annual return | 20.81% | 36.70%-15.9pp | 24.42%-3.6pp | 378.56%-357.7pp |
| Employer contribution / active EE | $1,085 | $2,636-58.8% | $3,783-71.3% | $2,148-49.5% |
| Participant deferral / active EE | $3,010 | $4,347-30.8% | $5,985-49.7% | $3,539-15.0% |
| Admin fee / account holder | -$58 | $114-150.8% | $6,260-100.9% | $142-140.7% |