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 | $532,282 |
QDRO CONSULTANTS COMPANY, LLC4+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $4,550 |
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 | $56,292 | $87,358-35.6% | $68,793-18.2% | $68,904-18.3% |
| Participation rate | 93.5% | 80.2%+13.3pp | 72.2%+21.2pp | 74.1%+19.3pp |
| Annual return | -3.80% | -3.98%+0.2pp | -4.63%+0.8pp | 1.07%-4.9pp |
| Employer contribution / active EE | $2,776 | $3,082-10.0% | $2,625+5.7% | $2,540+9.3% |
| Participant deferral / active EE | $3,024 | $4,259-29.0% | $3,311-8.7% | $4,015-24.7% |
| Admin fee / account holder | $50 | $68-26.3% | $5,131-99.0% | $71-30.2% |