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 | $39,716 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,037 | $59,328+289.4% | $118,925+94.3% | $73,488+214.4% |
| Participation rate | 100.0% | 62.3%+37.7pp | 75.4%+24.6pp | 70.7%+29.3pp |
| Annual return | 14.01% | 19.13%-5.1pp | 35.88%-21.9pp | 28.51%-14.5pp |
| Employer contribution / active EE | $6,097 | $1,803+238.1% | $3,263+86.9% | $2,270+168.6% |
| Participant deferral / active EE | $7,343 | $2,604+182.0% | $4,265+72.2% | $3,740+96.4% |
| Admin fee / account holder | $303 | $600-49.5% | $6,581-95.4% | $513-40.9% |