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 | $12,195 |
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 | $88,829 | $110,699-19.8% | $177,821-50.0% | $90,288-1.6% |
| Participation rate | 97.9% | 88.3%+9.5pp | 87.7%+10.1pp | 73.4%+24.5pp |
| Annual return | 14.43% | 22.79%-8.4pp | 48.32%-33.9pp | 53.97%-39.5pp |
| Employer contribution / active EE | $7,018 | $4,118+70.4% | $5,918+18.6% | $2,524+178.0% |
| Participant deferral / active EE | $5,094 | $6,731-24.3% | $7,714-34.0% | $4,232+20.4% |
| Admin fee / account holder | $4 | $90-95.4% | $12,427-100.0% | $114-96.4% |