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 | $73,735 |
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 | $59,091 | $82,093-28.0% | $379,746-84.4% | $73,409-19.5% |
| Participation rate | 92.9% | 76.8%+16.1pp | 78.4%+14.5pp | 72.2%+20.7pp |
| Annual return | 5.23% | 18.89%-13.7pp | 34.90%-29.7pp | 59.29%-54.1pp |
| Employer contribution / active EE | $1,095 | $2,847-61.5% | $3,540-69.1% | $2,234-51.0% |
| Participant deferral / active EE | $3,140 | $4,697-33.2% | $6,024-47.9% | $3,805-17.5% |
| Admin fee / account holder | -$66 | $128-151.4% | $7,927-100.8% | $158-141.6% |