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 | $3,069 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,252 | $86,897+61.4% | $151,611-7.5% | $64,808+116.4% |
| Participation rate | 96.1% | 87.3%+8.8pp | 87.5%+8.6pp | 71.5%+24.6pp |
| Annual return | -14.29% | -3.57%-10.7pp | 3.33%-17.6pp | 32.82%-47.1pp |
| Employer contribution / active EE | $4,666 | $4,010+16.3% | $6,166-24.3% | $2,506+86.2% |
| Participant deferral / active EE | $4,018 | $6,690-39.9% | $8,363-52.0% | $4,310-6.8% |
| Admin fee / account holder | $5 | $153-97.0% | $11,616-100.0% | $188-97.5% |