Filed June 27, 1995
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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,115 |
STRATOS WEALTH PARTNERS4+ years Filed as: STRATOS WEALTH PARTNERS, LTD Service code 27 30575 BAINBRIDGE RD STE 100 · SOLON, OH 44139 | Advisory (Plan) | $8,750 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,242 |
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 | $53,725 | $65,118-17.5% | $76,768-30.0% | $55,725-3.6% |
| Participation rate | 77.9% | 79.6%-1.8pp | 77.0%+0.9pp | 70.9%+7.0pp |
| Annual return | -4.99% | -1.27%-3.7pp | 2.43%-7.4pp | 244.93%-249.9pp |
| Employer contribution / active EE | $1,604 | $1,941-17.3% | $2,485-35.4% | $2,078-22.8% |
| Participant deferral / active EE | $3,710 | $3,688+0.6% | $3,852-3.7% | $3,356+10.6% |
| Admin fee / account holder | $210 | $116+81.7% | $6,675-96.8% | $115+82.7% |