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.
| Provider | Service type | Compensation |
|---|---|---|
SOLTIS INVESTMENT ADVISORS4+ years Service code 16 · EIN 87-0526413 | Consulting | $196,391 |
ALLIANCE BENEFIT GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP - ROCKY MTN. Service code 10 · EIN 87-0364490 | Accounting | $55,257 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,295 | $118,101-53.2% | $106,387-48.0% | $75,289-26.6% |
| Participation rate | 59.5% | 81.4%-22.0pp | 77.5%-18.0pp | 72.4%-13.0pp |
| Annual return | -7.30% | -2.42%-4.9pp | 0.25%-7.6pp | -0.04%-7.3pp |
| Employer contribution / active EE | $3,686 | $2,880+28.0% | $3,520+4.7% | $2,405+53.3% |
| Participant deferral / active EE | $2,282 | $4,681-51.3% | $5,421-57.9% | $3,739-39.0% |
| Admin fee / account holder | $115 | $85+36.3% | $7,510-98.5% | $102+12.6% |