Filed May 24, 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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,547 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $224 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $83 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $55,547 | $89,652-38.0% | $141,162-60.6% | $65,185-14.8% |
| Participation rate | 90.0% | 74.7%+15.3pp | 82.5%+7.5pp | 70.2%+19.8pp |
| Annual return | 25.17% | 32.79%-7.6pp | 71.39%-46.2pp | 29.38%-4.2pp |
| Employer contribution / active EE | $1,065 | $3,065-65.3% | $4,735-77.5% | $2,177-51.1% |
| Participant deferral / active EE | $5,220 | $5,691-8.3% | $6,709-22.2% | $3,514+48.6% |
| Admin fee / account holder | $104 | $569-81.7% | $10,261-99.0% | $847-87.7% |