Filed December 2, 2011 (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 |
|---|---|---|
Filed as: GREAT WEST LIFE AND ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $148,543 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 8110 E UNION AVENUE · DENVER, CO 80237 | Advisory (Plan) | $49,345 |
EHRHARDT KEEFE STEINER AND HOTTMAN2+ years Service code 10 7979 EAST TUFTS AVE · DENVER, CO 80237 | Accounting | $20,499 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,078 |
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 | $57,805 | $36,916+56.6% | $156,549-63.1% | $57,658+0.3% |
| Participation rate | 94.4% | 63.4%+31.0pp | 84.0%+10.4pp | 70.2%+24.2pp |
| Annual return | 6.97% | 12.38%-5.4pp | 32.23%-25.3pp | 5.13%+1.8pp |
| Employer contribution / active EE | $2,884 | $1,571+83.6% | $5,501-47.6% | $1,974+46.1% |
| Participant deferral / active EE | $3,517 | $1,926+82.6% | $4,871-27.8% | $3,061+14.9% |
| Admin fee / account holder | $166 | $82+100.8% | $13,027-98.7% | $95+75.2% |