Filed November 14, 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 | $130,407 |
Filed as: ALVAREZ & MARSAL TAXAND LLC Service code 99 2100 ROSS AVENUE, 21ST FLOOR · DALLAS, TX 75201 | Other Fees | $90,532 |
Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $66,341 |
Filed as: COMPENSATION & BENEFIT SOLUTIONS LL Service code 99 6161 S SYRACUSE WY STE 240 · GREENWOOD, CO 80111 | Other Fees | $31,000 |
K FINANCIAL INC1 year Service code 10 940 MAIN ST · LOUISVILLE, CO 80027 | Accounting | $17,000 |
Filed as: GWFS EQUITIES, INC. Service code 33 · EIN 84-0965407 | Other investment fees and expenses; S... | $4,291 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 | Recordkeeping | $0 |
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 | $33,435 | $23,119+44.6% | $71,086-53.0% | $75,289-55.6% |
| Participation rate | 86.9% | 36.3%+50.5pp | 54.7%+32.2pp | 72.4%+14.4pp |
| Annual return | -3.99% | -3.32%-0.7pp | 650.59%-654.6pp | -0.04%-3.9pp |
| Employer contribution / active EE | $1,038 | $399+160.3% | $1,088-4.5% | $2,405-56.8% |
| Participant deferral / active EE | $2,790 | $960+190.5% | $1,874+48.8% | $3,739-25.4% |
| Admin fee / account holder | $189 | $89+111.6% | $3,082-93.9% | $102+85.1% |