Filed July 15, 2006 (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 | $64,794 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 | Recordkeeping | $0 |
TD AMERITRADE, INC.4+ years Service code 59 | Shareholder Servicing | $0 |
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 | $150,293 | $23,224+547.1% | $71,086+111.4% | $55,725+169.7% |
| Participation rate | 95.8% | 37.9%+57.9pp | 54.7%+41.1pp | 70.9%+24.9pp |
| Annual return | -3.82% | -2.87%-1.0pp | 650.59%-654.4pp | 244.93%-248.8pp |
| Employer contribution / active EE | $3,154 | $436+623.0% | $1,088+190.0% | $2,078+51.8% |
| Participant deferral / active EE | $9,599 | $929+933.2% | $1,874+412.1% | $3,356+186.1% |
| Admin fee / account holder | $139 | $118+18.1% | $3,082-95.5% | $115+20.9% |