Filed August 23, 2013
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 | $7,923 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,226 | $52,293-47.9% | $178,490-84.7% | $73,409-62.9% |
| Participation rate | 56.4% | 65.3%-9.0pp | 81.9%-25.6pp | 72.2%-15.8pp |
| Annual return | 16.75% | 34.75%-18.0pp | 151.07%-134.3pp | 59.29%-42.5pp |
| Employer contribution / active EE | $702 | $1,735-59.5% | $5,011-86.0% | $2,234-68.6% |
| Participant deferral / active EE | $1,384 | $2,332-40.7% | $5,202-73.4% | $3,805-63.6% |
| Admin fee / account holder | $19 | $127-85.4% | $13,984-99.9% | $158-88.2% |