Filed July 12, 2000 (most recent of 2 filings on file)
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $92,052 |
TD AMERITRADE, INC.7+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,735 | $41,850+54.7% | $96,562-33.0% | $101,517-36.2% |
| Participation rate | 20.6% | 58.3%-37.7pp | 69.8%-49.2pp | 74.6%-54.0pp |
| Annual return | 12.83% | 16.51%-3.7pp | 37.78%-25.0pp | 21.00%-8.2pp |
| Employer contribution / active EE | $523 | $929-43.7% | $2,356-77.8% | $2,973-82.4% |
| Participant deferral / active EE | $942 | $1,934-51.3% | $3,849-75.5% | $4,873-80.7% |
| Admin fee / account holder | $31 | $73-57.4% | $6,181-99.5% | $139-77.8% |