Filed March 2, 2005 (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 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 | $29,853 |
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 | $63,578 | $98,982-35.8% | $162,163-60.8% | $65,185-2.5% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 23.55% | 24.84%-1.3pp | 115.59%-92.0pp | 29.38%-5.8pp |
| Employer contribution / active EE | $3,260 | $3,467-5.9% | $5,614-41.9% | $2,177+49.8% |
| Participant deferral / active EE | $4,521 | $5,384-16.0% | $7,298-38.1% | $3,514+28.7% |
| Admin fee / account holder | $108 | $596-81.9% | $10,843-99.0% | $847-87.3% |