Filed July 25, 2017
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 | $110 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,729 | $62,928-52.8% | $172,739-82.8% | $67,579-56.0% |
| Participation rate | 52.8% | 64.5%-11.6pp | 82.6%-29.8pp | 71.3%-18.4pp |
| Annual return | 19.39% | 30.36%-11.0pp | 802.84%-783.5pp | 378.56%-359.2pp |
| Employer contribution / active EE | $456 | $1,636-72.1% | $5,143-91.1% | $2,148-78.8% |
| Participant deferral / active EE | $2,308 | $2,145+7.6% | $5,198-55.6% | $3,539-34.8% |
| Admin fee / account holder | $8 | $167-95.2% | $13,954-99.9% | $142-94.4% |