Filed January 28, 2006 (most recent of 2 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 |
|---|---|---|
SHARKEY, HOWES & JAVER INC.3 years Service code 71 720 S COLORADO BLVD STE 600 S · DENVER, CO 80246 | Brokerage Fees | $2,222 |
TD AMERITRADE, INC.3 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $577 |
Filed as: GREAT-WEST & ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE, INC Service code 33 | Securities brokerage | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $163,713 | $79,523+105.9% | $140,016+16.9% | $56,287+190.9% |
| Participation rate | 95.3% | 85.7%+9.6pp | 87.5%+7.8pp | 69.9%+25.4pp |
| Annual return | -7.07% | 2.39%-9.5pp | 651.12%-658.2pp | -9.96%+2.9pp |
| Employer contribution / active EE | $5,333 | $3,350+59.2% | $5,606-4.9% | $2,111+152.6% |
| Participant deferral / active EE | $9,223 | $5,129+79.8% | $6,927+33.1% | $3,350+175.3% |
| Admin fee / account holder | $22 | $614-96.4% | $10,705-99.8% | $521-95.7% |