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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $73,038 |
Service code 27 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $36,089 |
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 | $376,543 | $66,302+467.9% | $110,238+241.6% | $56,287+569.0% |
| Participation rate | 97.8% | 74.9%+22.9pp | 79.8%+18.0pp | 69.9%+27.9pp |
| Annual return | 0.44% | -1.18%+1.6pp | 314.74%-314.3pp | -9.96%+10.4pp |
| Employer contribution / active EE | $21,866 | $2,047+968.1% | $3,826+471.5% | $2,111+935.8% |
| Participant deferral / active EE | $9,359 | $3,381+176.8% | $4,672+100.3% | $3,350+179.4% |
| Admin fee / account holder | $505 | $698-27.7% | $8,547-94.1% | $521-3.0% |