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 | $12,372 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,154 | $118,337-15.4% | $189,513-47.2% | $93,030+7.7% |
| Participation rate | 97.9% | 89.1%+8.8pp | 87.8%+10.1pp | 73.9%+24.0pp |
| Annual return | 13.63% | 21.77%-8.1pp | 555.15%-541.5pp | 158.70%-145.1pp |
| Employer contribution / active EE | $4,928 | $4,204+17.2% | $6,162-20.0% | $2,706+82.1% |
| Participant deferral / active EE | $5,303 | $7,123-25.6% | $8,221-35.5% | $4,562+16.2% |
| Admin fee / account holder | $4 | $100-96.0% | $12,045-100.0% | $152-97.4% |