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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $133,590 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,796 | $64,457+0.5% | $111,392-41.8% | $55,725+16.3% |
| Participation rate | 88.6% | 79.7%+8.9pp | 78.9%+9.7pp | 70.9%+17.7pp |
| Annual return | -6.60% | -19.97%+13.4pp | -2.06%-4.5pp | 244.93%-251.5pp |
| Employer contribution / active EE | $1,316 | $3,956-66.7% | $4,328-69.6% | $2,078-36.7% |
| Participant deferral / active EE | $6,311 | $5,219+20.9% | $5,567+13.4% | $3,356+88.1% |
| Admin fee / account holder | $55 | $112-50.8% | $12,266-99.6% | $115-52.2% |