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.7 years Service code 71 720 S COLORADO BLVD STE 600 S · DENVER, CO 80246 | Brokerage Fees | $1,740 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,638 |
TD AMERITRADE, INC.7 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,914 | $102,553+80.3% | $151,611+22.0% | $66,914+176.3% |
| Participation rate | 93.2% | 85.5%+7.7pp | 87.5%+5.7pp | 69.8%+23.4pp |
| Annual return | -15.21% | -10.82%-4.4pp | 3.33%-18.5pp | 1.58%-16.8pp |
| Employer contribution / active EE | $6,150 | $4,180+47.1% | $6,166-0.3% | $2,544+141.7% |
| Participant deferral / active EE | $10,367 | $6,641+56.1% | $8,363+24.0% | $4,237+144.7% |
| Admin fee / account holder | $11 | $630-98.2% | $11,616-99.9% | $593-98.1% |