Filed July 19, 2006 (most recent of 6 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 | $17,594 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $3,762 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,450 | $57,354-60.9% | $83,848-73.2% | $64,186-65.0% |
| Participation rate | 74.7% | 68.6%+6.1pp | 76.1%-1.5pp | 69.6%+5.1pp |
| Annual return | -7.65% | 11.38%-19.0pp | 850.88%-858.5pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,507 | $2,545-40.8% | $3,631-58.5% | $2,381-36.7% |
| Participant deferral / active EE | $1,935 | $2,993-35.3% | $4,082-52.6% | $3,470-44.2% |
| Admin fee / account holder | $275 | $4,046-93.2% | $5,478-95.0% | $4,888-94.4% |