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 | $35,401 |
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 | $209,940 | $54,045+288.5% | $115,157+82.3% | $65,185+222.1% |
| Participation rate | 98.1% | 63.5%+34.5pp | 75.9%+22.2pp | 70.2%+27.9pp |
| Annual return | 22.36% | 26.55%-4.2pp | 35.60%-13.2pp | 29.38%-7.0pp |
| Employer contribution / active EE | $7,200 | $1,653+335.6% | $3,179+126.5% | $2,177+230.8% |
| Participant deferral / active EE | $6,923 | $2,504+176.5% | $4,168+66.1% | $3,514+97.0% |
| Admin fee / account holder | $277 | $626-55.8% | $7,088-96.1% | $847-67.4% |