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 | $31,039 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,664 | $111,491-38.4% | $189,513-63.8% | $86,799-20.9% |
| Participation rate | 98.6% | 87.3%+11.3pp | 87.8%+10.8pp | 72.3%+26.3pp |
| Annual return | 19.18% | 83.50%-64.3pp | 555.15%-536.0pp | 97.91%-78.7pp |
| Employer contribution / active EE | $3,304 | $3,951-16.4% | $6,162-46.4% | $2,405+37.4% |
| Participant deferral / active EE | $4,722 | $6,437-26.6% | $8,221-42.6% | $4,131+14.3% |
| Admin fee / account holder | $92 | $189-51.3% | $12,045-99.2% | $170-45.8% |