Filed June 14, 2006
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 · EIN 84-0467907 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,256 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,499 | $50,898-81.3% | $171,082-94.4% | $55,167-82.8% |
| Participation rate | 82.9% | 63.3%+19.7pp | 76.7%+6.3pp | 69.0%+14.0pp |
| Annual return | 9.05% | 15.34%-6.3pp | 32.56%-23.5pp | 169.23%-160.2pp |
| Employer contribution / active EE | $518 | $1,433-63.8% | $4,002-87.0% | $1,963-73.6% |
| Participant deferral / active EE | $3,406 | $2,994+13.8% | $4,797-29.0% | $3,054+11.5% |
| Admin fee / account holder | $64 | $500-87.2% | $8,520-99.2% | $504-87.3% |