Filed June 26, 1992
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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $426,073 |
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 | $58,806 | $83,826-29.8% | $125,175-53.0% | $82,204-28.5% |
| Participation rate | 90.4% | 83.1%+7.3pp | 79.8%+10.6pp | 73.4%+17.0pp |
| Annual return | 22.80% | 22.78%0pp | 43.79%-21.0pp | 26.31%-3.5pp |
| Employer contribution / active EE | $1,893 | $2,267-16.5% | $3,865-51.0% | $2,707-30.1% |
| Participant deferral / active EE | $4,547 | $4,293+5.9% | $4,937-7.9% | $4,246+7.1% |
| Admin fee / account holder | $34 | $74-54.9% | $9,702-99.7% | $76-55.6% |