Filed July 27, 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 |
|---|---|---|
SOLTIS INVESTMENT ADVISORS3+ years Service code 16 · EIN 87-0526413 | Consulting | $143,869 |
ALLIANCE BENEFIT GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP - ROCKY MTN. Service code 10 · EIN 87-0364490 | Accounting | $25,791 |
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 | $57,953 | $117,734-50.8% | $115,752-49.9% | $77,958-25.7% |
| Participation rate | 96.2% | 82.0%+14.2pp | 77.8%+18.5pp | 71.6%+24.6pp |
| Annual return | 18.16% | 17.65%+0.5pp | 19.41%-1.3pp | 20.87%-2.7pp |
| Employer contribution / active EE | $5,666 | $2,736+107.1% | $3,492+62.3% | $2,310+145.2% |
| Participant deferral / active EE | $3,427 | $4,435-22.7% | $5,204-34.1% | $3,537-3.1% |
| Admin fee / account holder | $100 | $75+33.3% | $6,278-98.4% | $97+2.6% |