Filed August 29, 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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,088 |
DAVENPORT & COMPANY LLC3 years Service code 27 901 E CARY ST 11TH FL · RICHMOND, VA 23219 | Advisory (Plan) | $15,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,257 | $52,670-21.7% | $90,404-54.4% | $73,409-43.8% |
| Participation rate | 48.2% | 67.7%-19.4pp | 72.7%-24.5pp | 72.2%-24.0pp |
| Annual return | 14.52% | 20.70%-6.2pp | 1293.02%-1278.5pp | 59.29%-44.8pp |
| Employer contribution / active EE | $809 | $1,872-56.8% | $3,262-75.2% | $2,234-63.8% |
| Participant deferral / active EE | $1,476 | $2,807-47.4% | $3,963-62.8% | $3,805-61.2% |
| Admin fee / account holder | $212 | $117+81.4% | $5,611-96.2% | $158+34.1% |