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 | $58,399 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,737 | $48,064-34.0% | $78,778-59.7% | $69,631-54.4% |
| Participation rate | 86.5% | 61.6%+24.9pp | 69.2%+17.3pp | 70.7%+15.8pp |
| Annual return | -7.69% | 21.81%-29.5pp | 35.62%-43.3pp | 27571.02%-27578.7pp |
| Employer contribution / active EE | $535 | $744-28.0% | $1,986-73.0% | $2,032-73.7% |
| Participant deferral / active EE | $3,216 | $2,079+54.7% | $2,958+8.7% | $3,224-0.2% |
| Admin fee / account holder | $111 | $152-26.7% | $5,134-97.8% | $110+0.9% |