Filed December 3, 1992
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 8-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 | $17,190 |
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 | $120,604 | $72,448+66.5% | $118,746+1.6% | $69,631+73.2% |
| Participation rate | 92.8% | 79.7%+13.1pp | 78.3%+14.5pp | 70.7%+22.1pp |
| Annual return | 0.00% | 19.06%-19.1pp | 24.54%-24.5pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $2,725 | $3,771-27.7% | $4,193-35.0% | $2,032+34.1% |
| Participant deferral / active EE | $3,982 | $4,943-19.4% | $5,332-25.3% | $3,224+23.5% |
| Admin fee / account holder | $6 | $99-93.9% | $10,720-99.9% | $110-94.5% |