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 | $120,604 |
LOCKTON INVESTMENT ADVISORS, LLC4+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 8110 E UNION AVENUE · DENVER, CO 80237 | Advisory (Plan) | $49,386 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,644 |
BKD, LLP2 years Filed as: BKD Service code 10 · EIN 44-4016260 | Accounting | $13,000 |
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 | $59,789 | $45,382+31.7% | $154,107-61.2% | $75,289-20.6% |
| Participation rate | 97.0% | 65.9%+31.1pp | 83.0%+13.9pp | 72.4%+24.5pp |
| Annual return | -3.53% | -0.47%-3.1pp | 735.12%-738.6pp | -0.04%-3.5pp |
| Employer contribution / active EE | $4,912 | $1,533+220.4% | $5,298-7.3% | $2,405+104.2% |
| Participant deferral / active EE | $4,076 | $2,384+71.0% | $5,081-19.8% | $3,739+9.0% |
| Admin fee / account holder | $132 | $89+47.5% | $13,411-99.0% | $102+28.8% |