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 | $5,773 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,201 | $129,021+50.5% | $184,203+5.4% | $77,643+150.1% |
| Participation rate | 95.9% | 87.3%+8.6pp | 86.8%+9.1pp | 70.6%+25.3pp |
| Annual return | 14.50% | 33.27%-18.8pp | 28.81%-14.3pp | 31.24%-16.7pp |
| Employer contribution / active EE | $5,583 | $4,413+26.5% | $6,427-13.1% | $2,726+104.8% |
| Participant deferral / active EE | $4,673 | $7,297-36.0% | $9,131-48.8% | $4,647+0.6% |
| Admin fee / account holder | $6 | $254-97.6% | $13,901-100.0% | $430-98.6% |