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 ADVISORS6+ years Service code 16 · EIN 87-0526413 | Consulting | $164,699 |
ALLIANCE BENEFIT GROUP6+ years Filed as: ALLIANCE BENEFIT GROUP - ROCKY MTN. Service code 10 · EIN 87-0364490 | Accounting | $90,417 |
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.
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 | $68,200 | $143,525-52.5% | $379,746-82.0% | $90,274-24.5% |
| Participation rate | 65.3% | 82.9%-17.6pp | 78.4%-13.1pp | 73.4%-8.0pp |
| Annual return | 17.87% | 18.97%-1.1pp | 34.90%-17.0pp | 53.97%-36.1pp |
| Employer contribution / active EE | $4,180 | $3,201+30.6% | $3,540+18.1% | $2,523+65.6% |
| Participant deferral / active EE | $2,552 | $5,231-51.2% | $6,024-57.6% | $4,231-39.7% |
| Admin fee / account holder | $89 | $100-11.2% | $7,927-98.9% | $114-21.9% |