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 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $18,442 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,945 |
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 | $75,411 | $104,475-27.8% | $159,436-52.7% | $79,386-5.0% |
| Participation rate | 93.2% | 76.6%+16.5pp | 82.8%+10.3pp | 70.7%+22.5pp |
| Annual return | 17.84% | 67.95%-50.1pp | 263.57%-245.7pp | 116.85%-99.0pp |
| Employer contribution / active EE | $1,404 | $3,417-58.9% | $4,829-70.9% | $2,427-42.2% |
| Participant deferral / active EE | $6,723 | $6,467+4.0% | $7,352-8.6% | $4,046+66.2% |
| Admin fee / account holder | $150 | $711-78.9% | $10,799-98.6% | $626-76.1% |