Filed December 3, 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 8-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,076 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $127,141 | $94,621+34.4% | $138,135-8.0% | $73,409+73.2% |
| Participation rate | 96.3% | 83.4%+12.8pp | 78.7%+17.6pp | 72.2%+24.1pp |
| Annual return | 18.25% | 16.57%+1.7pp | 20.51%-2.3pp | 59.29%-41.0pp |
| Employer contribution / active EE | $3,172 | $4,410-28.1% | $5,587-43.2% | $2,234+42.0% |
| Participant deferral / active EE | $9,196 | $6,199+48.4% | $6,431+43.0% | $3,805+141.7% |
| Admin fee / account holder | $19 | $140-86.4% | $11,856-99.8% | $158-87.9% |