Filed July 22, 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 | $150,050 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 99 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Other Fees | $39,672 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,040 | $44,473-45.9% | $76,523-68.6% | $55,725-56.9% |
| Participation rate | 84.5% | 51.0%+33.5pp | 68.0%+16.5pp | 70.9%+13.6pp |
| Annual return | -5.96% | -2.01%-3.9pp | -0.27%-5.7pp | 244.93%-250.9pp |
| Employer contribution / active EE | $736 | $1,101-33.2% | $2,647-72.2% | $2,078-64.6% |
| Participant deferral / active EE | $3,114 | $1,988+56.7% | $3,835-18.8% | $3,356-7.2% |
| Admin fee / account holder | $198 | $134+47.3% | $4,848-95.9% | $115+71.5% |