Filed January 11, 2001
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 | $0 |
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 | $134,983 | $72,492+86.2% | $87,100+55.0% | $72,985+84.9% |
| Participation rate | 93.3% | 72.8%+20.5pp | 76.9%+16.5pp | 69.5%+23.8pp |
| Annual return | 21.71% | 24.46%-2.7pp | 28.19%-6.5pp | 81.00%-59.3pp |
| Employer contribution / active EE | $4,144 | $1,894+118.8% | $2,521+64.3% | $2,440+69.8% |
| Participant deferral / active EE | $12,293 | $3,270+276.0% | $4,049+203.6% | $3,607+240.8% |
| Admin fee / account holder | $6 | $5,055-99.9% | $7,497-99.9% | $5,124-99.9% |