Filed October 18, 2004
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 | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,313 | $89,274-20.1% | $149,718-52.4% | $77,958-8.5% |
| Participation rate | 95.2% | 87.6%+7.6pp | 87.1%+8.1pp | 71.6%+23.6pp |
| Annual return | 12.53% | 20.36%-7.8pp | 1501.63%-1489.1pp | 20.87%-8.3pp |
| Employer contribution / active EE | $5,479 | $3,727+47.0% | $5,445+0.6% | $2,310+137.2% |
| Participant deferral / active EE | $3,601 | $5,382-33.1% | $6,569-45.2% | $3,537+1.8% |
| Admin fee / account holder | $0 | $240-100.0% | $11,283-100.0% | $97-100.0% |