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 | $433,519 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,428 | $84,517-23.8% | $133,956-51.9% | $93,223-30.9% |
| Participation rate | 89.7% | 81.9%+7.8pp | 79.8%+9.8pp | 74.9%+14.8pp |
| Annual return | 13.89% | 16.66%-2.8pp | 45.09%-31.2pp | 19.29%-5.4pp |
| Employer contribution / active EE | $1,765 | $2,296-23.1% | $3,919-55.0% | $2,680-34.1% |
| Participant deferral / active EE | $4,405 | $4,286+2.8% | $5,048-12.7% | $4,563-3.5% |
| Admin fee / account holder | $35 | $66-46.9% | $8,927-99.6% | $79-55.7% |