Filed May 2, 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 RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,119 |
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 | $127,232 | $88,515+43.7% | $162,163-21.5% | $67,579+88.3% |
| Participation rate | 96.2% | 86.8%+9.4pp | 87.6%+8.6pp | 71.3%+24.9pp |
| Annual return | 20.56% | 27.04%-6.5pp | 115.59%-95.0pp | 378.56%-358.0pp |
| Employer contribution / active EE | $4,050 | $3,563+13.7% | $5,614-27.9% | $2,148+88.6% |
| Participant deferral / active EE | $3,262 | $5,724-43.0% | $7,298-55.3% | $3,539-7.8% |
| Admin fee / account holder | $0 | $124-100.0% | $10,843-100.0% | $142-100.0% |