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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,979 |
Service code 99 401 NORTH 31ST ST · BILLINGS, MT 59101 | Other Fees | $28,778 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,216 | $62,928-58.3% | $172,739-84.8% | $67,579-61.2% |
| Participation rate | 28.0% | 64.5%-36.4pp | 82.6%-54.6pp | 71.3%-43.3pp |
| Annual return | 19.68% | 30.36%-10.7pp | 802.84%-783.2pp | 378.56%-358.9pp |
| Employer contribution / active EE | $417 | $1,636-74.5% | $5,143-91.9% | $2,148-80.6% |
| Participant deferral / active EE | $747 | $2,145-65.2% | $5,198-85.6% | $3,539-78.9% |
| Admin fee / account holder | $192 | $167+15.1% | $13,954-98.6% | $142+34.8% |