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 | $2,919 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,993 | $111,491+49.8% | $189,513-11.9% | $86,799+92.4% |
| Participation rate | 95.9% | 87.3%+8.6pp | 87.8%+8.1pp | 72.3%+23.6pp |
| Annual return | 14.83% | 83.50%-68.7pp | 555.15%-540.3pp | 97.91%-83.1pp |
| Employer contribution / active EE | $4,297 | $3,951+8.7% | $6,162-30.3% | $2,405+78.6% |
| Participant deferral / active EE | $3,859 | $6,437-40.1% | $8,221-53.1% | $4,131-6.6% |
| Admin fee / account holder | $4 | $189-97.8% | $12,045-100.0% | $170-97.6% |