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 | $10,984 |
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 | $77,438 | $95,776-19.1% | $162,163-52.2% | $77,787-0.4% |
| Participation rate | 98.0% | 88.6%+9.3pp | 87.6%+10.4pp | 73.2%+24.7pp |
| Annual return | 23.94% | 37.03%-13.1pp | 115.59%-91.7pp | 32.57%-8.6pp |
| Employer contribution / active EE | $5,980 | $3,874+54.4% | $5,614+6.5% | $2,504+138.8% |
| Participant deferral / active EE | $4,314 | $6,125-29.6% | $7,298-40.9% | $3,967+8.7% |
| Admin fee / account holder | $4 | $88-95.9% | $10,843-100.0% | $100-96.4% |