Filed April 24, 2003
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 | $8,802 |
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 | $100,510 | $85,766+17.2% | $136,294-26.3% | $70,131+43.3% |
| Participation rate | 74.7% | 74.2%+0.5pp | 81.9%-7.3pp | 69.5%+5.1pp |
| Annual return | 19.90% | 31.45%-11.6pp | 5155.94%-5136.0pp | 73.14%-53.2pp |
| Employer contribution / active EE | $1,922 | $2,966-35.2% | $4,695-59.1% | $2,342-17.9% |
| Participant deferral / active EE | $4,453 | $5,051-11.8% | $6,247-28.7% | $3,332+33.7% |
| Admin fee / account holder | $97 | $5,420-98.2% | $9,243-99.0% | $4,645-97.9% |