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 | $14,523 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $683 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,352 | $99,957-39.6% | $149,696-59.7% | $73,488-17.9% |
| Participation rate | 97.3% | 75.7%+21.6pp | 82.5%+14.8pp | 70.7%+26.6pp |
| Annual return | 15.23% | 53.87%-38.6pp | 276.60%-261.4pp | 28.51%-13.3pp |
| Employer contribution / active EE | $1,157 | $3,191-63.7% | $4,644-75.1% | $2,270-49.0% |
| Participant deferral / active EE | $6,103 | $6,073+0.5% | $6,842-10.8% | $3,740+63.2% |
| Admin fee / account holder | $111 | $551-79.9% | $9,309-98.8% | $513-78.5% |