Filed August 14, 2009 (most recent of 2 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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $87,814 |
MMA SECURITIES LLC3 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $41,666 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,279 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $83,322 | $78,275+6.4% | $109,143-23.7% | $86,799-4.0% |
| Participation rate | 77.5% | 73.8%+3.7pp | 75.9%+1.6pp | 72.3%+5.2pp |
| Annual return | 14.64% | 19.14%-4.5pp | 25.75%-11.1pp | 97.91%-83.3pp |
| Employer contribution / active EE | $1,845 | $3,105-40.6% | $3,722-50.4% | $2,405-23.3% |
| Participant deferral / active EE | $5,051 | $3,641+38.7% | $4,653+8.5% | $4,131+22.3% |
| Admin fee / account holder | $197 | $198-0.7% | $6,752-97.1% | $170+16.2% |