Filed April 26, 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 | $6,420 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,009 | $70,879-30.9% | $189,557-74.1% | $79,386-38.3% |
| Participation rate | 77.1% | 68.0%+9.1pp | 78.4%-1.4pp | 70.7%+6.4pp |
| Annual return | 15.13% | 20.70%-5.6pp | 64.17%-49.0pp | 116.85%-101.7pp |
| Employer contribution / active EE | $1,414 | $1,806-21.7% | $4,412-68.0% | $2,427-41.8% |
| Participant deferral / active EE | $2,796 | $4,081-31.5% | $6,174-54.7% | $4,046-30.9% |
| Admin fee / account holder | $37 | $647-94.2% | $9,807-99.6% | $626-94.0% |