Filed June 8, 2005
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 | $3,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,823 | $50,199-62.5% | $70,092-73.1% | $66,914-71.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 70.5%+29.5pp | 69.8%+30.2pp |
| Annual return | -4.96% | -13.85%+8.9pp | 190.73%-195.7pp | 1.58%-6.5pp |
| Employer contribution / active EE | $1,650 | $1,864-11.5% | $2,559-35.5% | $2,544-35.2% |
| Participant deferral / active EE | $2,333 | $3,112-25.0% | $3,849-39.4% | $4,237-44.9% |
| Admin fee / account holder | $14 | $600-97.7% | $6,267-99.8% | $593-97.6% |