Filed March 8, 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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $33,153 |
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 | $166,849 | $65,557+154.5% | $105,738+57.8% | $56,287+196.4% |
| Participation rate | 99.0% | 63.4%+35.6pp | 76.3%+22.7pp | 69.9%+29.2pp |
| Annual return | -5.87% | -1.32%-4.6pp | 6.27%-12.1pp | -9.96%+4.1pp |
| Employer contribution / active EE | $5,931 | $1,788+231.7% | $3,268+81.5% | $2,111+181.0% |
| Participant deferral / active EE | $7,175 | $2,418+196.7% | $4,080+75.9% | $3,350+114.2% |
| Admin fee / account holder | $261 | $561-53.5% | $6,913-96.2% | $521-49.9% |