Filed January 6, 2006
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 | $84,428 |
SHERIDAN ROAD ADVISORS LLC2 years Service code 27 707 SKOKIE BLVD STE 400 · NORTHBROOK, IL 60062 | Advisory (Plan) | $73,859 |
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 | $36,356 | $29,516+23.2% | $77,482-53.1% | $90,288-59.7% |
| Participation rate | 23.8% | 33.7%-9.8pp | 54.2%-30.3pp | 73.4%-49.5pp |
| Annual return | 16.05% | 231.18%-215.1pp | 54.79%-38.7pp | 53.97%-37.9pp |
| Employer contribution / active EE | $102 | $381-73.2% | $986-89.7% | $2,524-96.0% |
| Participant deferral / active EE | $775 | $944-17.9% | $1,861-58.4% | $4,232-81.7% |
| Admin fee / account holder | $136 | $106+28.0% | $2,858-95.3% | $114+18.8% |