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 | $150,554 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 1 NEW YORK PLAZA 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $64,808 |
ALVAREZ & MARSAL TAXAND, LLC3 years Filed as: ALVAREZ & MARSAL TAXAND LLC Service code 10 · EIN 56-2409465 2100 ROSS AVENUE, 21ST FLOOR · DALLAS, TX 75201 | Accounting | $63,091 |
K FINANCIAL INC3 years Service code 10 · EIN 76-0726945 940 MAIN ST · LOUISVILLE, CO 80027 | Accounting | $17,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $13,856 |
SEYFARTH SHAW LLP5+ years Service code 27 · EIN 36-2152202 | Advisory (Plan) | $7,451 |
Service code 99 · EIN 72-1086891 | Other Fees | $3,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,608 | $29,369+89.3% | $77,482-28.2% | $73,409-24.2% |
| Participation rate | 86.5% | 37.9%+48.6pp | 54.2%+32.3pp | 72.2%+14.3pp |
| Annual return | 12.37% | 358.15%-345.8pp | 54.79%-42.4pp | 59.29%-46.9pp |
| Employer contribution / active EE | $1,021 | $406+151.6% | $986+3.5% | $2,234-54.3% |
| Participant deferral / active EE | $3,886 | $941+313.1% | $1,861+108.8% | $3,805+2.1% |
| Admin fee / account holder | $262 | $123+113.6% | $2,858-90.8% | $158+66.0% |