Filed January 22, 2008
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 |
|---|---|---|
THE LEADERS GROUP INC2+ years Service code 55 26 W DRY CREEK CIR #575 · LITTLETON, CO 80120 | Other Commissions | $53,212 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,904 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,825 | $37,213-57.5% | $156,549-89.9% | $63,975-75.3% |
| Participation rate | 62.9% | 65.0%-2.1pp | 84.0%-21.1pp | 71.1%-8.2pp |
| Annual return | 6.34% | 47.89%-41.5pp | 32.23%-25.9pp | 48.65%-42.3pp |
| Employer contribution / active EE | $312 | $1,357-77.0% | $5,501-94.3% | $2,182-85.7% |
| Participant deferral / active EE | $1,205 | $2,070-41.8% | $4,871-75.3% | $3,356-64.1% |
| Admin fee / account holder | $10 | $56-81.8% | $13,027-99.9% | $70-85.4% |