Filed October 18, 2006 (most recent of 4 filings on file)
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 | $560,032 |
ASCENSUS LLC4+ years Filed as: FRANCIS INVESTMENT COUNSEL Service code 27 · EIN 90-0142264 | Advisory (Plan) | $200,487 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,756 | $44,007+13.1% | $154,107-67.7% | $68,904-27.8% |
| Participation rate | 93.7% | 70.0%+23.6pp | 83.0%+10.6pp | 74.1%+19.5pp |
| Annual return | -7.11% | 8.15%-15.3pp | 735.12%-742.2pp | 1.07%-8.2pp |
| Employer contribution / active EE | $2,540 | $1,732+46.6% | $5,298-52.1% | $2,5400% |
| Participant deferral / active EE | $3,783 | $2,813+34.5% | $5,081-25.5% | $4,015-5.8% |
| Admin fee / account holder | $121 | $65+87.4% | $13,411-99.1% | $71+70.2% |