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 | $520,476 |
QDRO CONSULTANTS COMPANY, LLC3+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $5,600 |
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 | $59,773 | $94,339-36.6% | $75,670-21.0% | $177,276-66.3% |
| Participation rate | 99.0% | 80.3%+18.7pp | 72.3%+26.7pp | 74.8%+24.2pp |
| Annual return | 16.17% | 18.58%-2.4pp | 27.34%-11.2pp | 21.25%-5.1pp |
| Employer contribution / active EE | $3,623 | $2,982+21.5% | $2,352+54.1% | $2,479+46.2% |
| Participant deferral / active EE | $3,614 | $3,974-9.1% | $3,142+15.0% | $3,881-6.9% |
| Admin fee / account holder | $47 | $53-11.9% | $5,800-99.2% | $154-69.8% |