Filed April 2, 2008 (most recent of 3 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 | $127,041 |
REGIONS BANK1 year Service code 27 PO BOX 11525 · BIRMINGHAM, AL 352021525 | Advisory (Plan) | $23,542 |
COWEN & COMPANY LLC1 year Filed as: COWEN EXECUTION SERVICES, LLC Service code 50 · EIN 84-1702964 | Direct Payment | $14,041 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $10,138 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,518 | $118,101-26.7% | $106,387-18.7% | $75,289+14.9% |
| Participation rate | 64.6% | 81.4%-16.8pp | 77.5%-12.8pp | 72.4%-7.8pp |
| Annual return | -5.20% | -2.42%-2.8pp | 0.25%-5.5pp | -0.04%-5.2pp |
| Employer contribution / active EE | $1,339 | $2,880-53.5% | $3,520-62.0% | $2,405-44.3% |
| Participant deferral / active EE | $3,315 | $4,681-29.2% | $5,421-38.9% | $3,739-11.3% |
| Admin fee / account holder | $74 | $85-12.7% | $7,510-99.0% | $102-27.9% |