Filed May 16, 2013
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 | $53,351 |
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 | $28,739 | $37,044-22.4% | $71,796-60.0% | $57,658-50.2% |
| Participation rate | 85.2% | 61.1%+24.1pp | 69.1%+16.1pp | 70.2%+15.0pp |
| Annual return | 8.73% | 12.64%-3.9pp | 78.04%-69.3pp | 5.13%+3.6pp |
| Employer contribution / active EE | $476 | $720-33.9% | $1,924-75.3% | $1,974-75.9% |
| Participant deferral / active EE | $2,971 | $1,974+50.5% | $2,794+6.3% | $3,061-2.9% |
| Admin fee / account holder | $83 | $101-17.4% | $4,815-98.3% | $95-11.8% |