Filed December 7, 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 | $68,842 |
QDRO CONSULTANTS COMPANY, LLC2+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $3,150 |
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 | $51,170 | $92,488-44.7% | $70,014-26.9% | $65,292-21.6% |
| Participation rate | 95.8% | 81.7%+14.1pp | 71.8%+24.0pp | 72.4%+23.4pp |
| Annual return | 7.43% | 20.13%-12.7pp | 12.99%-5.6pp | 11.84%-4.4pp |
| Employer contribution / active EE | $2,810 | $3,198-12.1% | $2,338+20.2% | $2,302+22.1% |
| Participant deferral / active EE | $2,889 | $4,112-29.7% | $2,931-1.4% | $3,579-19.3% |
| Admin fee / account holder | $6 | $58-89.3% | $4,380-99.9% | $57-89.1% |