Filed December 30, 2015 (most recent of 2 filings on file)
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 3-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 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,343 |
UNITED RETIREMENT INC1+ years Service code 13 · EIN 25-1759623 P.O. BOX 638749 · CINCINNATI, OH 45263 | Contract Administrator | $7,526 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,698 | $155,795-76.4% | $136,294-73.1% | $69,631-47.3% |
| Participation rate | 51.9% | 75.2%-23.3pp | 81.9%-30.0pp | 70.7%-18.8pp |
| Annual return | 15.86% | 232464.33%-232448.5pp | 5155.94%-5140.1pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $1,674 | $2,991-44.0% | $4,695-64.3% | $2,032-17.6% |
| Participant deferral / active EE | $1,398 | $5,394-74.1% | $6,247-77.6% | $3,224-56.6% |
| Admin fee / account holder | $51 | $128-60.3% | $9,243-99.4% | $110-53.9% |