Filed July 12, 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 9-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 |
|---|---|---|
INTERVEST INTERNATIONAL INC4 years Service code 27 1980 DOMINION WAY STE 202 · COLORADO SPRINGS, CO 80918 | Advisory (Plan) | $21,289 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,805 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,424 |
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 | $40,136 | $27,827+44.2% | $65,255-38.5% | $71,457-43.8% |
| Participation rate | 96.9% | 57.6%+39.3pp | 65.0%+32.0pp | 67.9%+29.0pp |
| Annual return | 15.56% | 41.58%-26.0pp | 47.35%-31.8pp | 28.85%-13.3pp |
| Employer contribution / active EE | $945 | $1,405-32.7% | $1,691-44.1% | $2,588-63.5% |
| Participant deferral / active EE | $5,669 | $1,861+204.6% | $2,831+100.2% | $4,289+32.2% |
| Admin fee / account holder | $125 | $3,850-96.8% | $4,112-97.0% | $1,587-92.1% |