Filed December 22, 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 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 · EIN 84-1455663 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $66,617 |
Service code 27 · EIN 59-3331424 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $35,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $388,276 | $71,192+445.4% | $117,854+229.5% | $62,292+523.3% |
| Participation rate | 97.0% | 74.2%+22.8pp | 79.7%+17.4pp | 69.5%+27.5pp |
| Annual return | 13.88% | 18.66%-4.8pp | 335.08%-321.2pp | 28.90%-15.0pp |
| Employer contribution / active EE | $20,432 | $1,934+956.5% | $3,786+439.7% | $2,042+900.5% |
| Participant deferral / active EE | $9,437 | $3,189+195.9% | $4,482+110.6% | $3,169+197.8% |
| Admin fee / account holder | $482 | $587-18.0% | $8,020-94.0% | $479+0.5% |